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APW

Axim Planning & Wealth Portfolio holdings

AUM $82.1M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-28.66%
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
+$47.5M
2
+$30.3M
3
+$20.5M
4
CCL icon
Carnival Corporation Ltd
CCL
+$10.3M
5
DKNG icon
DraftKings
DKNG
+$2.92M

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%
+100
127
$1K ﹤0.01%
+25
128
$1K ﹤0.01%
+48
129
$1K ﹤0.01%
+7
130
$1K ﹤0.01%
+34
131
$1K ﹤0.01%
+7
132
$1K ﹤0.01%
+3
133
$1K ﹤0.01%
+25
134
$1K ﹤0.01%
+52
135
$1K ﹤0.01%
+2
136
$1K ﹤0.01%
+41
137
$1K ﹤0.01%
+33
138
$1K ﹤0.01%
+36
139
$1K ﹤0.01%
+4
140
$1K ﹤0.01%
+14
141
$1K ﹤0.01%
+20
142
$1K ﹤0.01%
+9
143
$1K ﹤0.01%
+42
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%
+15
150
$0 ﹤0.01%
+5
3 4 5
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