APW
Axim Planning & Wealth Portfolio holdings
AUM
$93.9M
1-Year Est. Return
5.38%
This Fund
S&P 500
1 Year Est. Return
+5.38%
AUM
$126M
AUM Growth
+$16.2M
(+15%)
Holding
107
Top Buys
| 1 | +$894K | |
| 2 | +$877K | |
| 3 | +$670K | |
| 4 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$653K |
| 5 |
Zacks Earnings Consistent Portfolio ETF
ZECP
|
+$624K |
Top Sells
| 1 | +$690K | |
| 2 | +$494K | |
| 3 | +$461K | |
| 4 |
EH
EHang Holdings
EH
|
+$418K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$415K |
Sector Composition
| 1 | Industrials | 65.34% |
| 2 | Technology | 4.13% |
| 3 | Financials | 2.41% |
| 4 | Materials | 2.34% |
| 5 | Consumer Staples | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI USA Momentum Factor ETF
MTUM
$20.9B
| – | – |
-978
|
|
||
|
NUTX
102
Nutex Health
NUTX
$646M
| – | – |
-1,607
|
|
||
103
iShares S&P 100 ETF
OEF
$28.2B
| – | – |
-1,303
|
|
||
104
State Street SPDR S&P 500 ETF Trust
SPY
$668B
| – | – |
-393
|
|
||
105
SSR Mining
SSRM
$5.77B
| – | – |
-15,579
|
|
||
106
Toast
TOST
$16.6B
| – | – |
-4,584
|
|
||
|
NBIS
107
Nebius Group N.V.
NBIS
$32.9B
| – | – |
-4,190
|
|