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
151
$0 ﹤0.01%
+2
152
$0 ﹤0.01%
+4
153
$0 ﹤0.01%
+3
154
$0 ﹤0.01%
+7
155
$0 ﹤0.01%
+10