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AWP

Axis Wealth Partners Portfolio holdings

AUM $188M
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
-0.21%
1 Year Est. Return
+15.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$7.04M
Cap. Flow
+$8.4M
Cap. Flow %
4.47%
Top 10 Hldgs %
26.43%
Holding
176
New
10
Increased
104
Reduced
56
Closed
2

Top Buys

1
SLDE
Slide Insurance Holdings
SLDE
+$1.78M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$631K
3
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$497K
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$474K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$407K

Top Sells

1
XYL icon
Xylem
XYL
+$675K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$245K
3
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$222K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$210K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$208K

Sector Composition

1 Technology 3.99%
2 Financials 3.43%
3 Communication Services 1.81%
4 Consumer Discretionary 1.39%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
101
McDonald's
MCD
$190B
$515K 0.27%
1,657
+20
+1% +$6.37K
BSCV icon
102
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
$493K 0.26%
29,923
-106
-0.4% -$1.76K
BND icon
103
Vanguard Total Bond Market
BND
$159B
$488K 0.26%
6,627
+57
+0.9% +$4.23K
BAC icon
104
Bank of America
BAC
$430B
$477K 0.25%
9,781
+166
+2% +$8.57K
TXN icon
105
Texas Instruments
TXN
$258B
$465K 0.25%
2,397
+10
+0.4% +$2.02K
IVV icon
106
iShares Core S&P 500 ETF
IVV
$881B
$465K 0.25%
712
-33
-4% -$22.5K
BNDX icon
107
Vanguard Total International Bond ETF
BNDX
$82.2B
$455K 0.24%
9,466
-6
-0.1% -$291
IEF icon
108
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$454K 0.24%
4,754
-123
-3% -$11.8K
LQD icon
109
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$448K 0.24%
4,111
-9
-0.2% -$992
JMUB icon
110
JPMorgan Municipal ETF
JMUB
$8.06B
$448K 0.24%
8,954
+1,731
+24% +$87.8K
WPC icon
111
W.P. Carey
WPC
$16.9B
$421K 0.22%
6,198
-832
-12% -$58.4K
UNH icon
112
UnitedHealth
UNH
$387B
$420K 0.22%
1,552
-70
-4% -$20.8K
ITA icon
113
iShares US Aerospace & Defense ETF
ITA
$13.7B
$419K 0.22%
1,914
+105
+6% +$24.6K
QCOM icon
114
Qualcomm
QCOM
$181B
$418K 0.22%
3,246
+21
+0.7% +$3.06K
META icon
115
Meta Platforms (Facebook)
META
$1.64T
$417K 0.22%
729
+2
+0.3% +$1.28K
IRM icon
116
Iron Mountain
IRM
$36.8B
$413K 0.22%
4,047
+16
+0.4% +$1.59K
VTI icon
117
Vanguard Total Stock Market ETF
VTI
$658B
$410K 0.22%
1,277
-83
-6% -$27.8K
ABBV icon
118
AbbVie
ABBV
$450B
$396K 0.21%
1,821
+45
+3% +$9.98K
TSM icon
119
TSMC
TSM
$2.07T
$393K 0.21%
1,162
– –
CAT icon
120
Caterpillar
CAT
$405B
$393K 0.21%
554
+18
+3% +$12.5K
AZN icon
121
AstraZeneca
AZN
$262B
$389K 0.21%
1,970
-46
-2% -$8.87K
HYG icon
122
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$385K 0.2%
4,842
-493
-9% -$39.7K
UCON icon
123
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$372K 0.2%
15,022
+1,964
+15% +$49.3K
TSLA icon
124
Tesla
TSLA
$1.43T
$365K 0.19%
981
-26
-3% -$10.7K
PLTR icon
125
Palantir
PLTR
$317B
$357K 0.19%
2,438
+115
+5% +$17.6K
3 4
5
6 7

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SA
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KFS
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AAA
American Alpha Advisors New York $188M AUM 42.65% 1-Year Est. Return
BI
Beckerman Institutional Ocean Grove, New Jersey $188M AUM 15.07% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
CCM
Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return
SCGM
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JKA
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Axis Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Axis Wealth Partners held 176 positions worth $188M, up 3.9% from $181M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Axis Wealth Partners deployed $8.4M of net new capital in Q1 2026, opening 10 new positions and adding to 104 existing holdings. Its largest new stake was Avantis Emerging Markets Equity ETF: 4,025 shares worth $324K.

By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 4.4% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Xylem, an estimated $675K trimmed.

  • Axis Wealth Partners's largest Q1 2026 buy was Avantis Emerging Markets Equity ETF: 4,025 shares worth $324K.
  • Axis Wealth Partners added most to Slide Insurance Holdings in Q1 2026, an estimated $1.78M increase.
  • Axis Wealth Partners's biggest Q1 2026 reduction was Xylem, cutting an estimated $675K.
  • Axis Wealth Partners fully exited iShares Russell Mid-Cap Growth ETF in Q1 2026, selling an estimated $222K.
  • Axis Wealth Partners's ten largest holdings make up 26% of its $188M portfolio in Q1 2026.
  • Axis Wealth Partners opened 10 new positions and closed 2 in Q1 2026.
  • Axis Wealth Partners's portfolio value rose 3.9% quarter-over-quarter to $188M.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.