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
76
$468K 0.39%
+8,597
77
$468K 0.39%
+6,503
78
$460K 0.39%
+2,994
79
$458K 0.39%
+3,560
80
$456K 0.38%
+8,404
81
$454K 0.38%
+6,467
82
$448K 0.38%
+2,389
83
$444K 0.37%
+5,870
84
$425K 0.36%
+1,467
85
$422K 0.36%
+4,017
86
$421K 0.35%
+13,789
87
$410K 0.35%
+1,413
88
$407K 0.34%
+12,046
89
$405K 0.34%
+8,263
90
$392K 0.33%
+4,779
91
$370K 0.31%
+1,954
92
$370K 0.31%
+8,413
93
$356K 0.3%
+608
94
$349K 0.29%
+12,518
95
$348K 0.29%
+5,605
96
$345K 0.29%
+762
97
$333K 0.28%
+5,790
98
$324K 0.27%
+4,116
99
$316K 0.27%
+4,176
100
$315K 0.27%
+1,771
2 3
4
5 6