APW

Axim Planning & Wealth Portfolio holdings

AUM $93.9M
1-Year Est. Return 5.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.38%
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 Corp
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%
+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
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+41
138
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+33
139
$1K ﹤0.01%
+36
140
$1K ﹤0.01%
+14
141
$1K ﹤0.01%
+20
142
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+9
143
$1K ﹤0.01%
+42
144
$1K ﹤0.01%
+23
145
$0 ﹤0.01%
+104
146
$0 ﹤0.01%
+175
147
$0 ﹤0.01%
+5
148
$0 ﹤0.01%
+2
149
$0 ﹤0.01%
+4
150
$0 ﹤0.01%
+3
3 4 5
6
7