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 | |
|---|---|---|---|---|---|---|---|
| $520K | 0.38% | 4,726 -47 | -1% | -$5.17K | |||
| $517K | 0.38% | 6,726 +259 | +4% | +$19.9K | |||
| $503K | 0.37% | 13,090 -743 | -5% | -$28.6K | |||
| $500K | 0.37% | 9,269 | New | +$500K | |||
| $495K | 0.37% | 9,283 +879 | +10% | +$46.9K | |||
| $482K | 0.36% | 7,645 -952 | -11% | -$60.1K | |||
| $470K | 0.35% | 5,966 +96 | +2% | +$7.57K | |||
| $465K | 0.34% | 6,477 +10 | +0.2% | +$718 | |||
| $464K | 0.34% | 1,845 -97 | -5% | -$24.4K | |||
| $461K | 0.34% | 821 -104 | -11% | -$58.4K | |||
| $461K | 0.34% | 2,998 +4 | +0.1% | +$615 | |||
| $453K | 0.33% | 4,177 +413 | +11% | +$44.8K | |||
| $441K | 0.33% | 6,001 -502 | -8% | -$36.9K | |||
| $439K | 0.32% | 3,595 +35 | +1% | +$4.27K | |||
| $429K | 0.32% | 2,390 +1 | +0% | +$180 | |||
| $411K | 0.3% | 1,494 +27 | +2% | +$7.42K | |||
| $410K | 0.3% | 12,010 +3,367 | +39% | +$115K | |||
| $402K | 0.3% | 1,287 -126 | -9% | -$39.4K | |||
| $401K | 0.3% | 8,210 -53 | -0.6% | -$2.59K | |||
| $378K | 0.28% | 3,401 | New | +$378K | |||
| $375K | 0.28% | 6,561 +771 | +13% | +$44.1K | |||
| $373K | 0.28% | 6,244 +639 | +11% | +$38.1K | |||
| $372K | 0.27% | 1,775 +4 | +0.2% | +$838 | |||
| $353K | 0.26% | 8,451 +38 | +0.5% | +$1.59K | |||
| $350K | 0.26% | 608 | – | – |
