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
51
$721K 0.61%
+7,930
52
$647K 0.54%
+3,819
53
$643K 0.54%
+3,246
54
$593K 0.5%
+11,336
55
$576K 0.49%
+10,591
56
$568K 0.48%
+16,601
57
$567K 0.48%
+3,065
58
$560K 0.47%
+13,833
59
$550K 0.46%
+4,773
60
$548K 0.46%
+17,995
61
$545K 0.46%
+11,824
62
$545K 0.46%
+925
63
$544K 0.46%
+1,942
64
$534K 0.45%
+2,228
65
$524K 0.44%
+4,873
66
$524K 0.44%
+11,487
67
$518K 0.44%
+6,459
68
$517K 0.44%
+8,921
69
$506K 0.43%
+1,252
70
$505K 0.43%
+3,764
71
$496K 0.42%
+8,411
72
$493K 0.42%
+11,187
73
$490K 0.41%
+6,467
74
$481K 0.41%
+21,144
75
$475K 0.4%
+8,527
1 2
3
4 5