AA
Axiom Advisory Portfolio holdings
AUM
$10.7B
This Quarter Return
+5.25%
1 Year Return
+25.51%
3 Year Return
+16.38%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.42%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$28M |
| 2 |
Vanguard Total Bond Market
BND
|
$25.8M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$9.16M |
| 4 |
Vanguard Value ETF
VTV
|
$8.53M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$8.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Communication Services | 1.33% |
| 3 | Energy | 0.47% |
| 4 | Healthcare | 0.34% |
| 5 | Consumer Discretionary | 0.34% |
