APW
Axim Planning & Wealth Portfolio holdings
AUM
$109M
1-Year Return
31.45%
This Quarter Return
+31.11%
1 Year Return
+31.45%
3 Year Return
+51.98%
5 Year Return
–
10 Year Return
–
AUM
$97.3M
AUM Growth
-$4.31M
(-4.2%)
Cap. Flow
-$8.18M
Cap. Flow
% of AUM
-8.41%
Top 10 Holdings %
Top 10 Hldgs %
92.96%
Holding
172
New
5
Increased
8
Reduced
10
Closed
146
Top Buys
| 1 |
KraneShares CSI China Internet ETF
KWEB
|
$44.8M |
| 2 |
Alibaba
BABA
|
$2.91M |
| 3 |
Li Auto
LI
|
$1.92M |
| 4 |
EH
EHang Holdings
EH
|
$1.26M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$586K |
Top Sells
| 1 |
Invesco Golden Dragon China ETF
PGJ
|
$44.2M |
| 2 |
NIO
NIO
|
$7.28M |
| 3 |
Carnival Corp
CCL
|
$3.46M |
| 4 |
DraftKings
DKNG
|
$775K |
| 5 |
Global X S&P 500 Covered Call ETF
XYLD
|
$290K |
Sector Composition
| 1 | Industrials | 23.58% |
| 2 | Consumer Discretionary | 22.06% |
| 3 | Consumer Staples | 2.15% |
| 4 | Financials | 1.52% |
| 5 | Technology | 0.82% |
