AWP

Axis Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$671K
3
+$629K
4
AMZN icon
Amazon
AMZN
+$628K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$482K

Top Sells

1
+$683K
2
+$296K
3
+$291K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$223K
5
PAYX icon
Paychex
PAYX
+$204K

Sector Composition

1 Technology 3.59%
2 Communication Services 1.82%
3 Consumer Discretionary 1.59%
4 Financials 1.53%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.01%
3,881
+356
27
$1.51M 0.99%
8,286
+632
28
$1.43M 0.94%
11,598
+4,094
29
$1.35M 0.89%
66,248
-3,094
30
$1.31M 0.86%
20,633
+1,867
31
$1.31M 0.86%
9,623
+1,591
32
$1.25M 0.82%
22,001
-1,877
33
$1.25M 0.82%
13,778
+4,202
34
$1.24M 0.81%
11,310
+2,699
35
$1.23M 0.81%
13,808
-765
36
$1.22M 0.8%
33,241
+4,017
37
$1.2M 0.79%
15,072
+848
38
$1.19M 0.78%
34,570
-339
39
$1.18M 0.77%
27,195
+92
40
$1.15M 0.75%
10,481
+897
41
$1.11M 0.73%
13,444
-441
42
$1.1M 0.72%
17,275
+1,257
43
$1.1M 0.72%
12,742
+510
44
$1.07M 0.71%
1,946
+53
45
$1.07M 0.7%
36,640
+8,328
46
$1.06M 0.7%
11,899
-151
47
$1.06M 0.7%
7,039
-232
48
$1.03M 0.68%
10,734
-236
49
$1M 0.66%
7,412
+839
50
$986K 0.65%
2,321
-95
1
2
3 4 5