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
51
$985K 0.65%
1,980
-5
52
$973K 0.64%
23,034
+16,101
53
$869K 0.57%
10,775
-541
54
$832K 0.55%
13,063
-131
55
$809K 0.53%
18,986
+653
56
$773K 0.51%
14,502
-285
57
$747K 0.49%
13,142
+6,581
58
$746K 0.49%
13,822
+2,002
59
$709K 0.47%
21,792
+3,433
60
$673K 0.44%
4,260
+83
61
$665K 0.44%
12,892
+1,153
62
$664K 0.44%
11,330
+45
63
$659K 0.43%
+7,733
64
$635K 0.42%
13,492
+658
65
$633K 0.42%
10,585
+1,392
66
$628K 0.41%
13,557
-1,194
67
$622K 0.41%
19,571
+221
68
$615K 0.4%
2,122
-109
69
$588K 0.39%
7,601
+875
70
$587K 0.39%
3,011
-280
71
$581K 0.38%
7,005
+410
72
$577K 0.38%
2,971
-108
73
$574K 0.38%
4,727
+1
74
$573K 0.38%
16,121
-712
75
$570K 0.37%
9,497
+228
1 2
3
4 5