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 | |
|---|---|---|---|---|---|---|---|
| $346K | 0.26% | 4,020 +3 | +0.1% | +$258 | |||
| $336K | 0.25% | 1,298 +46 | +4% | +$11.9K | |||
| $333K | 0.25% | 9,322 -7,279 | -44% | -$260K | |||
| $331K | 0.24% | 622 -140 | -18% | -$74.5K | |||
| $318K | 0.23% | 7,485 -110 | -1% | -$4.67K | |||
| $306K | 0.23% | 12,076 +1,152 | +11% | +$29.2K | |||
| $302K | 0.22% | 10,158 | New | +$302K | |||
| $302K | 0.22% | 1,955 +1 | +0.1% | +$155 | |||
| $302K | 0.22% | 13,122 -282 | -2% | -$6.48K | |||
| $301K | 0.22% | 12,040 -478 | -4% | -$12K | |||
| $299K | 0.22% | 4,066 -45 | -1% | -$3.31K | |||
| $296K | 0.22% | 2,800 -4 | -0.1% | -$422 | |||
| $292K | 0.22% | 6,933 +1,053 | +18% | +$44.3K | |||
| $291K | 0.22% | 6,121 +26 | +0.4% | +$1.24K | |||
| $287K | 0.21% | 11,581 +1,284 | +12% | +$31.8K | |||
| $284K | 0.21% | 3,106 | New | +$284K | |||
| $283K | 0.21% | 1,847 +77 | +4% | +$11.8K | |||
| $276K | 0.2% | 3,047 +16 | +0.5% | +$1.45K | |||
| $275K | 0.2% | 1,645 -126 | -7% | -$21.1K | |||
| $274K | 0.2% | 2,333 -96 | -4% | -$11.3K | |||
| $273K | 0.2% | 2,585 +27 | +1% | +$2.85K | |||
| $271K | 0.2% | 2,845 +23 | +0.8% | +$2.19K | |||
| $266K | 0.2% | 1,029 -39 | -4% | -$10.1K | |||
| $255K | 0.19% | 4,817 +306 | +7% | +$16.2K | |||
| $254K | 0.19% | 6,177 +27 | +0.4% | +$1.11K |
