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
51
$801K 0.59%
6,573
+106
52
$799K 0.59%
8,611
+990
53
$798K 0.59%
9,576
+1,646
54
$777K 0.57%
+14,787
55
$747K 0.55%
18,333
+223
56
$745K 0.55%
1,985
-79
57
$680K 0.5%
14,751
+3,264
58
$677K 0.5%
11,285
-51
59
$652K 0.48%
3,776
-43
60
$641K 0.47%
5,899
-982
61
$613K 0.45%
3,291
+45
62
$609K 0.45%
11,820
+3,293
63
$604K 0.45%
12,834
+1,010
64
$594K 0.44%
18,359
+4,570
65
$591K 0.44%
4,966
+93
66
$586K 0.43%
20,728
-416
67
$579K 0.43%
3,079
+14
68
$574K 0.42%
19,350
+1,355
69
$568K 0.42%
11,739
+1,148
70
$558K 0.41%
16,833
+4,787
71
$547K 0.4%
2,231
+3
72
$546K 0.4%
9,193
+272
73
$539K 0.4%
6,595
+136
74
$532K 0.39%
11,752
+565
75
$524K 0.39%
8,436
+25
1 2
3
4 5