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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
ESGU icon
51
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$1.12M 0.59%
7,907
+76
+1% +$11.2K
IJR icon
52
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.11M 0.59%
8,892
+121
+1% +$15.4K
DFAT icon
53
Dimensional US Targeted Value ETF
DFAT
$14.5B
$1.09M 0.58%
17,501
+497
+3% +$31.6K
NVDA icon
54
NVIDIA
NVDA
$4.91T
$1.06M 0.57%
6,095
+440
+8% +$80.7K
FENI icon
55
Fidelity Enhanced International ETF
FENI
$10.3B
$1.05M 0.56%
28,252
+12,326
+77% +$474K
IJS icon
56
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
$1M 0.53%
8,454
– –
JEPI icon
57
JPMorgan Equity Premium Income ETF
JEPI
$45B
$975K 0.52%
17,201
+1,715
+11% +$99.8K
IWF icon
58
iShares Russell 1000 Growth ETF
IWF
$123B
$942K 0.5%
8,836
-184
-2% -$20.9K
FELC icon
59
Fidelity Enhanced Large Cap Core ETF
FELC
$4.99B
$941K 0.5%
25,941
+13,110
+102% +$497K
SPSM icon
60
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$928K 0.49%
19,198
+81
+0.4% +$4.01K
GOOGL icon
61
Alphabet (Google) Class A
GOOGL
$4.23T
$917K 0.49%
3,187
+153
+5% +$48.1K
IUSG icon
62
iShares Core S&P US Growth ETF
IUSG
$31.4B
$911K 0.48%
5,875
-306
-5% -$50.4K
AVSC icon
63
Avantis US Small Cap Equity ETF
AVSC
$3.02B
$891K 0.47%
14,295
+1,283
+10% +$80.7K
DUHP icon
64
Dimensional US High Profitability ETF
DUHP
$12.2B
$890K 0.47%
24,221
+1,782
+8% +$68.3K
MSFT icon
65
Microsoft
MSFT
$2.93T
$879K 0.47%
2,375
+218
+10% +$91.2K
XOM icon
66
ExxonMobil
XOM
$611B
$840K 0.45%
4,951
+106
+2% +$15.5K
JCPB icon
67
JPMorgan Core Plus Bond ETF
JCPB
$13.8B
$809K 0.43%
17,188
+2,471
+17% +$117K
CDC icon
68
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$741M
$778K 0.41%
10,895
-407
-4% -$28.8K
JPIE icon
69
JPMorgan Income ETF
JPIE
$9.94B
$754K 0.4%
16,362
+572
+4% +$26.5K
JPM icon
70
JPMorgan Chase
JPM
$907B
$747K 0.4%
2,540
+364
+17% +$110K
MO icon
71
Altria Group
MO
$124B
$744K 0.4%
11,281
-57
-0.5% -$3.67K
BUFR icon
72
FT Vest Fund of Buffer ETFs
BUFR
$10B
$744K 0.4%
22,044
+1,542
+8% +$52.9K
SHY icon
73
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$741K 0.39%
8,978
-197
-2% -$16.3K
VGIT icon
74
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$708K 0.38%
11,887
+342
+3% +$20.5K
VTV icon
75
Vanguard Value ETF
VTV
$186B
$702K 0.37%
3,579
+329
+10% +$65.9K
1 2
3
4 5

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SA
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KFS
Keynote Financial Services Vernon, Connecticut $188M AUM 31.85% 1-Year Est. Return
AAA
American Alpha Advisors New York $188M AUM 42.65% 1-Year Est. Return
BI
Beckerman Institutional Ocean Grove, New Jersey $188M AUM 15.07% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
CCM
Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return
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.