AWP
Axis Wealth Partners Portfolio holdings
AUM $135M
AUM
$135M
AUM Growth
+$16.7M (+14%)
Cap. Flow
+$17.7M
Cap. Flow % of AUM
13.08%
Top 10 Holdings %Top 10 Hldgs %
29.62%
Holding
140
New
10
Increased
83
Reduced
44
Closed
–
Top Buys
| 1 | $2.48M | |
| 2 | $2.11M | |
| 3 | $1.12M | |
| 4 | $1.05M | |
| 5 | $1M |
Top Sells
| 1 | $260K | |
| 2 | $131K | |
| 3 | $125K | |
| 4 | $107K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $801K | 0.59% | 6,573 +106 | +2% | +$12.9K | |||
| $799K | 0.59% | 8,611 +990 | +13% | +$91.9K | |||
| $798K | 0.59% | 9,576 +1,646 | +21% | +$137K | |||
| $777K | 0.57% | 14,787 | New | +$777K | |||
| $747K | 0.55% | 18,333 +223 | +1% | +$9.09K | |||
| $745K | 0.55% | 1,985 -79 | -4% | -$29.6K | |||
| $680K | 0.5% | 14,751 +3,264 | +28% | +$150K | |||
| $677K | 0.5% | 11,285 -51 | -0.5% | -$3.06K | |||
| $652K | 0.48% | 3,776 -43 | -1% | -$7.43K | |||
| $641K | 0.47% | 5,899 -982 | -14% | -$107K | |||
| $613K | 0.45% | 3,291 +45 | +1% | +$8.38K | |||
| $609K | 0.45% | 11,820 +3,293 | +39% | +$170K | |||
| $604K | 0.45% | 12,834 +1,010 | +9% | +$47.5K | |||
| $594K | 0.44% | 18,359 +4,570 | +33% | +$148K | |||
| $591K | 0.44% | 4,966 +93 | +2% | +$11.1K | |||
| $586K | 0.43% | 20,728 -416 | -2% | -$11.8K | |||
| $579K | 0.43% | 3,079 +14 | +0.5% | +$2.63K | |||
| $574K | 0.42% | 19,350 +1,355 | +8% | +$40.2K | |||
| $568K | 0.42% | 11,739 +1,148 | +11% | +$55.6K | |||
| $558K | 0.41% | 16,833 +4,787 | +40% | +$159K | |||
| $547K | 0.4% | 2,231 +3 | +0.1% | +$736 | |||
| $546K | 0.4% | 9,193 +272 | +3% | +$16.2K | |||
| $539K | 0.4% | 6,595 +136 | +2% | +$11.1K | |||
| $532K | 0.39% | 11,752 +565 | +5% | +$25.6K | |||
| $524K | 0.39% | 8,436 +25 | +0.3% | +$1.55K |
