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
$135M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$1.12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1M

Top Sells

1
+$260K
2
+$131K
3
+$125K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$107K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.5K

Sector Composition

1 Technology 3.39%
2 Communication Services 1.82%
3 Financials 1.42%
4 Healthcare 1.34%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.98%
7,654
+1,052
27
$1.32M 0.98%
14,573
-814
28
$1.23M 0.91%
27,103
-2,899
29
$1.21M 0.9%
23,878
-1,258
30
$1.18M 0.87%
3,525
-6
31
$1.15M 0.85%
13,885
+9,106
32
$1.12M 0.83%
14,224
33
$1.11M 0.82%
18,766
-1,033
34
$1.09M 0.81%
8,032
-71
35
$1.08M 0.8%
34,909
-985
36
$1.05M 0.77%
+10,970
37
$1M 0.74%
+9,584
38
$985K 0.73%
12,050
+7,874
39
$971K 0.72%
29,224
+440
40
$957K 0.71%
16,018
+1,927
41
$924K 0.68%
7,271
-213
42
$903K 0.67%
12,232
+2,867
43
$898K 0.66%
7,504
+1,623
44
$893K 0.66%
11,316
+7,200
45
$887K 0.66%
1,893
+42
46
$872K 0.64%
2,416
+2
47
$867K 0.64%
13,194
-366
48
$849K 0.63%
4,465
-58
49
$832K 0.62%
1,589
-19
50
$817K 0.6%
28,312
+3,129
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