AA
Axiom Advisory Portfolio holdings
AUM
$10.7B
1-Year Est. Return
25.51%
1 Year Est. Return
+25.51%
AUM
$9.18B
AUM Growth
+$9.04B
(+6,653%)
Holding
286
Top Buys
| 1 | +$2.29B | |
| 2 | +$1.63B | |
| 3 | +$630M | |
| 4 |
Vanguard Value ETF
VTV
|
+$535M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$500M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.55% |
| 2 | Communication Services | 2.84% |
| 3 | Consumer Discretionary | 0.7% |
| 4 | Energy | 0.48% |
| 5 | Financials | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
American Tower
AMT
$90.7B
| $214K | ﹤0.01% |
+1,170
|
|
||
277
NextEra Energy
NEE
$173B
| $211K | ﹤0.01% |
+2,976
|
|
||
278
Corteva
CTVA
$42.2B
| $211K | ﹤0.01% |
+3,825
|
|
||
279
Dollar Tree
DLTR
$20.2B
| $208K | ﹤0.01% |
+1,764
|
|
||
280
Aaon
AAON
$8.34B
| $208K | ﹤0.01% |
+2,548
|
|
||
281
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
| $206K | ﹤0.01% |
+7,182
|
|
||
282
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.83B
| $206K | ﹤0.01% |
+9,841
|
|
||
|
RDFN
283
DELISTED
Redfin
RDFN
| $191K | ﹤0.01% |
+30,566
|
|
||
284
Warner Bros
WBD
$50.2B
| $155K | ﹤0.01% |
+19,308
|
|
||
285
PAVmed
PAVM
$10.1M
| $70.7K | ﹤0.01% |
+38,955
|
|
||
286
Lucid Diagnostics
LUCD
$128M
| $12.9K | ﹤0.01% |
+14,958
|
|