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
101
$346K 0.26%
4,020
+3
102
$336K 0.25%
1,298
+46
103
$333K 0.25%
9,322
-7,279
104
$331K 0.24%
622
-140
105
$318K 0.23%
7,485
-110
106
$306K 0.23%
12,076
+1,152
107
$302K 0.22%
+10,158
108
$302K 0.22%
1,955
+1
109
$302K 0.22%
13,122
-282
110
$301K 0.22%
12,040
-478
111
$299K 0.22%
4,066
-45
112
$296K 0.22%
2,800
-4
113
$292K 0.22%
6,933
+1,053
114
$291K 0.22%
6,121
+26
115
$287K 0.21%
11,581
+1,284
116
$284K 0.21%
+3,106
117
$283K 0.21%
1,847
+77
118
$276K 0.2%
3,047
+16
119
$275K 0.2%
1,645
-126
120
$274K 0.2%
2,333
-96
121
$273K 0.2%
2,585
+27
122
$271K 0.2%
2,845
+23
123
$266K 0.2%
1,029
-39
124
$255K 0.19%
4,817
+306
125
$254K 0.19%
6,177
+27
2 3 4
5
6