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
101
$308K 0.26%
+13,404
102
$308K 0.26%
+2,429
103
$302K 0.25%
+8,643
104
$297K 0.25%
+1,672
105
$296K 0.25%
+2,804
106
$290K 0.24%
+10,924
107
$289K 0.24%
+6,095
108
$287K 0.24%
+7,595
109
$282K 0.24%
+1,068
110
$278K 0.23%
+1,257
111
$273K 0.23%
+2,558
112
$270K 0.23%
+3,031
113
$269K 0.23%
+2,822
114
$269K 0.23%
+4,111
115
$262K 0.22%
+2,151
116
$257K 0.22%
+1,770
117
$257K 0.22%
+6,150
118
$257K 0.22%
+1,771
119
$255K 0.21%
+5,087
120
$254K 0.21%
+10,297
121
$245K 0.21%
+4,511
122
$244K 0.21%
+2,979
123
$243K 0.2%
+5,880
124
$242K 0.2%
+7,683
125
$231K 0.19%
+6,719
2 3 4
5
6