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
$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
151
$2K ﹤0.01%
14
152
$2K ﹤0.01%
22
+8
153
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200
154
$1K ﹤0.01%
10
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100
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$1K ﹤0.01%
33
157
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+37
158
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$0 ﹤0.01%
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174
$0 ﹤0.01%
10
175
– –
-242
3 4 5 6
7