AA

Axiom Advisory Portfolio holdings

AUM $10.7B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$355M
2 +$229M
3 +$204M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$72.7M
5
VTV icon
Vanguard Value ETF
VTV
+$67M

Top Sells

1 +$46.5M
2 +$31.1M
3 +$27M
4
INTU icon
Intuit
INTU
+$18.2M
5
SECT icon
Main Sector Rotation ETF
SECT
+$17.8M

Sector Composition

1 Technology 5.76%
2 Communication Services 2.52%
3 Consumer Discretionary 0.73%
4 Financials 0.44%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NUE icon
301
Nucor
NUE
$36.5B
-1,242
PAVM icon
302
PAVmed
PAVM
$9.09M
-38,955
SECT icon
303
Main Sector Rotation ETF
SECT
$2.44B
-356,950
SPTS icon
304
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
-7,182