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
$94.5M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$5.99M
2 +$782K
3 +$730K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$415K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$364K

Top Sells

1 +$1.02M
2 +$339K
3 +$181K
4
VTV icon
Vanguard Value ETF
VTV
+$113K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.9K

Sector Composition

1 Technology 2.63%
2 Communication Services 1.99%
3 Energy 0.59%
4 Financials 0.24%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.29K 0.01%
735
27
-1,278