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AWP

Axis Wealth Partners Portfolio holdings

AUM $188M
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
-0.21%
1 Year Est. Return
+15.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$7.04M
Cap. Flow
+$8.4M
Cap. Flow %
4.47%
Top 10 Hldgs %
26.43%
Holding
176
New
10
Increased
104
Reduced
56
Closed
2

Top Buys

1
SLDE
Slide Insurance Holdings
SLDE
+$1.78M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$631K
3
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$497K
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$474K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$407K

Top Sells

1
XYL icon
Xylem
XYL
+$675K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$245K
3
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$222K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$210K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$208K

Sector Composition

1 Technology 3.99%
2 Financials 3.43%
3 Communication Services 1.81%
4 Consumer Discretionary 1.39%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJK icon
26
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$2.03M 1.08%
20,157
-769
-4% -$79K
VONG icon
27
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$2.03M 1.08%
18,464
+834
+5% +$97.4K
EFG icon
28
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$1.84M 0.98%
16,513
-643
-4% -$75.6K
RSP icon
29
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.81M 0.96%
9,435
+451
+5% +$89.4K
AMZN icon
30
Amazon
AMZN
$2.66T
$1.73M 0.92%
8,298
+399
+5% +$87.8K
SGOV icon
31
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$1.71M 0.91%
16,966
+6,280
+59% +$631K
VEA icon
32
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.64M 0.87%
25,547
+1,356
+6% +$89.5K
XYL icon
33
Xylem
XYL
$29.2B
$1.62M 0.86%
13,555
-5,151
-28% -$675K
VOOG icon
34
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$1.58M 0.84%
23,244
-372
-2% -$26.9K
IDV icon
35
iShares International Select Dividend ETF
IDV
$8.28B
$1.46M 0.78%
34,403
-113
-0.3% -$4.75K
EFV icon
36
iShares MSCI EAFE Value ETF
EFV
$26B
$1.44M 0.76%
19,310
-2,094
-10% -$157K
SDY icon
37
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$1.42M 0.76%
9,747
+283
+3% +$42.2K
RECS icon
38
Columbia Research Enhanced Core ETF
RECS
$5.9B
$1.42M 0.76%
36,466
-692
-2% -$28.1K
DFCF icon
39
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$1.39M 0.74%
32,834
+3,960
+14% +$169K
DHS icon
40
WisdomTree US High Dividend Fund
DHS
$1.54B
$1.38M 0.74%
13,368
+388
+3% +$42.2K
DFAS icon
41
Dimensional US Small Cap ETF
DFAS
$15B
$1.38M 0.73%
19,398
+1,072
+6% +$78.7K
PEY icon
42
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.15B
$1.33M 0.71%
62,180
-643
-1% -$13.8K
USTB icon
43
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.25B
$1.32M 0.7%
26,082
+5,139
+25% +$261K
EQIN
44
Columbia U.S. Equity Income ETF
EQIN
$294M
$1.28M 0.68%
26,091
+489
+2% +$24.3K
VCSH icon
45
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.27M 0.68%
16,077
+97
+0.6% +$7.73K
JGRO icon
46
JPMorgan Active Growth ETF
JGRO
$9.42B
$1.27M 0.67%
14,997
+1,249
+9% +$111K
VZ icon
47
Verizon
VZ
$182B
$1.24M 0.66%
24,665
-2,236
-8% -$104K
LVHI icon
48
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.2B
$1.22M 0.65%
30,160
+4,182
+16% +$165K
ANGL icon
49
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$1.17M 0.62%
40,584
+1,264
+3% +$37.1K
QQQ icon
50
Invesco QQQ Trust
QQQ
$466B
$1.12M 0.59%
1,938
-11
-0.6% -$6.68K
1
2
3 4 5

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KFS
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AAA
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BI
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EAM
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CCM
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SCGM
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JKA
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Axis Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Axis Wealth Partners held 176 positions worth $188M, up 3.9% from $181M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Axis Wealth Partners deployed $8.4M of net new capital in Q1 2026, opening 10 new positions and adding to 104 existing holdings. Its largest new stake was Avantis Emerging Markets Equity ETF: 4,025 shares worth $324K.

By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 4.4% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Xylem, an estimated $675K trimmed.

  • Axis Wealth Partners's largest Q1 2026 buy was Avantis Emerging Markets Equity ETF: 4,025 shares worth $324K.
  • Axis Wealth Partners added most to Slide Insurance Holdings in Q1 2026, an estimated $1.78M increase.
  • Axis Wealth Partners's biggest Q1 2026 reduction was Xylem, cutting an estimated $675K.
  • Axis Wealth Partners fully exited iShares Russell Mid-Cap Growth ETF in Q1 2026, selling an estimated $222K.
  • Axis Wealth Partners's ten largest holdings make up 26% of its $188M portfolio in Q1 2026.
  • Axis Wealth Partners opened 10 new positions and closed 2 in Q1 2026.
  • Axis Wealth Partners's portfolio value rose 3.9% quarter-over-quarter to $188M.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.