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
76
$520K 0.38%
4,726
-47
77
$517K 0.38%
6,726
+259
78
$503K 0.37%
13,090
-743
79
$500K 0.37%
+9,269
80
$495K 0.37%
9,283
+879
81
$482K 0.36%
7,645
-952
82
$470K 0.35%
5,966
+96
83
$465K 0.34%
6,477
+10
84
$464K 0.34%
1,845
-97
85
$461K 0.34%
821
-104
86
$461K 0.34%
2,998
+4
87
$453K 0.33%
4,177
+413
88
$441K 0.33%
6,001
-502
89
$439K 0.32%
3,595
+35
90
$429K 0.32%
2,390
+1
91
$411K 0.3%
1,494
+27
92
$410K 0.3%
12,010
+3,367
93
$402K 0.3%
1,287
-126
94
$401K 0.3%
8,210
-53
95
$378K 0.28%
+3,401
96
$375K 0.28%
6,561
+771
97
$373K 0.28%
6,244
+639
98
$372K 0.27%
1,775
+4
99
$353K 0.26%
8,451
+38
100
$350K 0.26%
608
2 3
4
5 6