AWP

Axis Wealth Partners Portfolio holdings

AUM $171M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.59M
3
+$4.53M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$4.15M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.29%
2 Communication Services 2.03%
3 Consumer Discretionary 1.69%
4 Financials 1.64%
5 Healthcare 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.01%
+19,315
27
$1.2M 1.01%
+25,136
28
$1.2M 1.01%
+30,002
29
$1.18M 1%
+11,784
30
$1.16M 0.98%
+6,602
31
$1.11M 0.94%
+14,224
32
$1.07M 0.9%
+8,103
33
$1.04M 0.88%
+7,484
34
$1.04M 0.88%
+19,799
35
$996K 0.84%
+28,784
36
$992K 0.84%
+4,523
37
$983K 0.83%
+35,894
38
$969K 0.82%
+2,414
39
$946K 0.8%
+1,851
40
$917K 0.77%
+14,091
41
$870K 0.73%
+2,064
42
$849K 0.72%
+13,560
43
$833K 0.7%
+6,467
44
$814K 0.69%
+1,608
45
$814K 0.69%
+18,110
46
$787K 0.66%
+7,621
47
$759K 0.64%
+9,365
48
$735K 0.62%
+6,881
49
$735K 0.62%
+5,881
50
$722K 0.61%
+25,183
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