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
QQQ icon
26
Invesco QQQ Trust
QQQ
$409B
$31.8M 0.3%
67,145
+25,778
CVX icon
27
Chevron
CVX
$300B
$31.6M 0.3%
212,346
+5,746
JWN
28
DELISTED
Nordstrom
JWN
$24.5M 0.23%
1,100,864
+346,994
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.09T
$22.5M 0.21%
50,944
+796
META icon
30
Meta Platforms (Facebook)
META
$1.7T
$19.6M 0.18%
38,080
+613
IVW icon
31
iShares S&P 500 Growth ETF
IVW
$67.3B
$19.2M 0.18%
208,261
+3,395
PG icon
32
Procter & Gamble
PG
$335B
$19.1M 0.18%
112,384
+51,282
IYW icon
33
iShares US Technology ETF
IYW
$21.4B
$19M 0.18%
129,025
+2,103
INTU icon
34
Intuit
INTU
$187B
$16.5M 0.15%
25,783
-28,506
IWM icon
35
iShares Russell 2000 ETF
IWM
$72.7B
$15.2M 0.14%
71,235
+3,055
ABNB icon
36
Airbnb
ABNB
$75.4B
$14.7M 0.14%
113,408
+1,772
TSLA icon
37
Tesla
TSLA
$1.51T
$14.4M 0.13%
63,040
+6,844
IBIT icon
38
iShares Bitcoin Trust
IBIT
$69.4B
$13.9M 0.13%
399,773
+336,953
AMZN icon
39
Amazon
AMZN
$2.45T
$11.9M 0.11%
65,152
-3,259
MDYG icon
40
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
$11.1M 0.1%
129,512
+2,359
SPYM
41
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.5B
$11M 0.1%
168,776
+3,668
VXF icon
42
Vanguard Extended Market ETF
VXF
$25.1B
$10.3M 0.1%
58,942
+1,017
IWB icon
43
iShares Russell 1000 ETF
IWB
$45.6B
$9.78M 0.09%
32,258
+546
VYM icon
44
Vanguard High Dividend Yield ETF
VYM
$68.2B
$8.15M 0.08%
66,019
+1,558
XLV icon
45
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
$8.14M 0.08%
53,640
+27,256
QUAL icon
46
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
$7.76M 0.07%
44,749
-1,082
XLE icon
47
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
$7.69M 0.07%
86,056
+44,028
LIN icon
48
Linde
LIN
$187B
$7.68M 0.07%
16,832
+383
XOM icon
49
Exxon Mobil
XOM
$491B
$7.66M 0.07%
66,319
+2,488
SPIB icon
50
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$7.17M 0.07%
215,760
+55,612
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