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
76
$564K 0.37%
19,475
-1,253
77
$553K 0.36%
7,997
-439
78
$545K 0.36%
5,056
+90
79
$544K 0.36%
10,999
-753
80
$544K 0.36%
12,840
-250
81
$540K 0.35%
9,338
+55
82
$533K 0.35%
3,017
-759
83
$525K 0.35%
6,555
+78
84
$513K 0.34%
695
+87
85
$513K 0.34%
4,679
-1,220
86
$511K 0.34%
2,902
+947
87
$500K 0.33%
1,603
+14
88
$497K 0.33%
2,392
+2
89
$492K 0.32%
1,777
-68
90
$487K 0.32%
11,936
+4
91
$479K 0.31%
3,005
+7
92
$478K 0.31%
7,666
+21
93
$469K 0.31%
4,717
+2,537
94
$468K 0.31%
7,481
+1,237
95
$468K 0.31%
753
-68
96
$441K 0.29%
5,995
-6
97
$438K 0.29%
9,260
+809
98
$434K 0.29%
13,061
+2,903
99
$413K 0.27%
8,341
+131
100
$413K 0.27%
4,025
+5
2 3
4
5 6