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
$113M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$416K
3
+$338K
4
IYW icon
iShares US Technology ETF
IYW
+$219K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$213K

Top Sells

1
+$136K
2
+$14.9K
3
+$13K
4
ABNB icon
Airbnb
ABNB
+$11.5K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.42K

Sector Composition

1 Technology 2.93%
2 Communication Services 2.27%
3 Consumer Discretionary 0.92%
4 Energy 0.44%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$280K 0.25%
1,071
-57
27
$254K 0.23%
746
28
$249K 0.22%
732
+1
29
$229K 0.2%
3,247
-28
30
$219K 0.19%
+2,010
31
$218K 0.19%
1,704
-90
32
$206K 0.18%
+1,101
33
$205K 0.18%
+10,031
34
$202K 0.18%
+548
35
$4.49K ﹤0.01%
735
1
2