APW

Axim Planning & Wealth Portfolio holdings

AUM $109M
1-Year Est. Return 31.45%
This Quarter Est. Return
1 Year Est. Return
+31.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$35.9M
3
+$20.1M
4
CCL icon
Carnival Corp
CCL
+$6.06M
5
DKNG icon
DraftKings
DKNG
+$2.42M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 35.31%
2 Industrials 16.71%
3 Technology 0.66%
4 Financials 0.48%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
+4
127
$1K ﹤0.01%
+100
128
$1K ﹤0.01%
+25
129
$1K ﹤0.01%
+48
130
$1K ﹤0.01%
+7
131
$1K ﹤0.01%
+34
132
$1K ﹤0.01%
+7
133
$1K ﹤0.01%
+3
134
$1K ﹤0.01%
+25
135
$1K ﹤0.01%
+52
136
$1K ﹤0.01%
+2
137
$1K ﹤0.01%
+41
138
$1K ﹤0.01%
+33
139
$1K ﹤0.01%
+36
140
$1K ﹤0.01%
+14
141
$1K ﹤0.01%
+10
142
$1K ﹤0.01%
+9
143
$1K ﹤0.01%
+21
144
$1K ﹤0.01%
+23
145
$0 ﹤0.01%
+13
146
$0 ﹤0.01%
+7
147
$0 ﹤0.01%
+6
148
$0 ﹤0.01%
+104
149
$0 ﹤0.01%
+175
150
$0 ﹤0.01%
+5
3 4 5
6
7