APW

Axim Planning & Wealth Portfolio holdings

AUM $126M
1-Year Est. Return 35.82%
This Quarter Est. Return
1 Year Est. Return
+35.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.7M
3
+$1.07M
4
EH
EHang Holdings
EH
+$872K
5
USB icon
US Bancorp
USB
+$622K

Top Sells

1
+$910K
2
+$231K
3
+$72.9K
4
DIS icon
Walt Disney
DIS
+$54K
5
SBUX icon
Starbucks
SBUX
+$25.3K

Sector Composition

1 Consumer Discretionary 38.41%
2 Industrials 11.3%
3 Financials 1.35%
4 Consumer Staples 1.28%
5 Technology 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
174
127
$7K 0.01%
103
-41
128
$7K 0.01%
+235
129
$6K 0.01%
450
130
$5K ﹤0.01%
50
131
$5K ﹤0.01%
201
132
$5K ﹤0.01%
200
133
$5K ﹤0.01%
+93
134
$4K ﹤0.01%
340
+333
135
$4K ﹤0.01%
67
136
$4K ﹤0.01%
50
137
$4K ﹤0.01%
+12
138
$4K ﹤0.01%
51
139
$4K ﹤0.01%
80
140
$3K ﹤0.01%
44
141
$3K ﹤0.01%
54
142
$3K ﹤0.01%
103
+7
143
$3K ﹤0.01%
12
144
$3K ﹤0.01%
82
-74
145
$3K ﹤0.01%
44
146
$3K ﹤0.01%
289
147
$2K ﹤0.01%
22
+8
148
$2K ﹤0.01%
14
149
$2K ﹤0.01%
+14
150
$2K ﹤0.01%
62
3 4 5
6
7