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
$136M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$478K
3
+$294K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$215K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$211K

Top Sells

1
+$240K
2
+$126K
3
+$95.6K
4
VUG icon
Vanguard Growth ETF
VUG
+$79.9K
5
QCOM icon
Qualcomm
QCOM
+$52K

Sector Composition

1 Technology 3.4%
2 Communication Services 2.59%
3 Consumer Discretionary 0.59%
4 Energy 0.38%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$335K 0.25%
796
27
$305K 0.22%
6,050
28
$305K 0.22%
1,689
-696
29
$292K 0.22%
1,772
30
$288K 0.21%
594
31
$275K 0.2%
3,251
+3
32
$272K 0.2%
2,014
+1
33
$268K 0.2%
603
+54
34
$224K 0.16%
1,066
+3
35
$203K 0.15%
10,031
36
$170K 0.13%
12,443
37
– –
-967
1
2