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APW

Axim Planning & Wealth Portfolio holdings

AUM $82.1M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$877K
3
+$670K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$653K
5
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$624K

Top Sells

1
+$690K
2
+$494K
3
+$461K
4
EH
EHang Holdings
EH
+$418K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$415K

Sector Composition

1 Industrials 65.34%
2 Technology 4.13%
3 Financials 2.41%
4 Materials 2.34%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.2M 64.64%
4,374,378
-23,864
2
$5.61M 4.46%
332,810
+10,752
3
$2.94M 2.34%
241,339
+768
4
$2.13M 1.69%
21,209
+6,678
5
$1.25M 1%
164,583
+81,234
6
$1.23M 0.98%
77,041
-18,582
7
$1.13M 0.9%
2,182
-242
8
$1.01M 0.81%
7,186
-92
9
$901K 0.72%
+21,817
10
$895K 0.71%
+9,756
11
$811K 0.65%
5,281
-273
12
$760K 0.6%
15,722
+299
13
$669K 0.53%
3,587
+1,739
14
$661K 0.53%
4,075
15
$653K 0.52%
+28,729
16
$653K 0.52%
+17,487
17
$641K 0.51%
+19,052
18
$627K 0.5%
+4,303
19
$619K 0.49%
+4,165
20
$611K 0.49%
+1,791
21
$611K 0.49%
+26,488
22
$611K 0.49%
+27,654
23
$607K 0.48%
1,366
-728
24
$607K 0.48%
+25,944
25
$604K 0.48%
+28,018
1
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