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
101
$402K 0.26%
11,373
-637
102
$393K 0.26%
1,293
-201
103
$378K 0.25%
1,292
+5
104
$367K 0.24%
3,336
-65
105
$365K 0.24%
1,150
-148
106
$354K 0.23%
+2,659
107
$353K 0.23%
12,086
+46
108
$352K 0.23%
3,580
+474
109
$341K 0.22%
6,872
+2,539
110
$341K 0.22%
+9,888
111
$336K 0.22%
1,780
-67
112
$327K 0.21%
6,023
+1,206
113
$319K 0.21%
6,890
-595
114
$314K 0.21%
+2,307
115
$313K 0.21%
1,687
-88
116
$311K 0.2%
640
+18
117
$300K 0.2%
12,067
+486
118
$296K 0.19%
2,194
-1,401
119
$284K 0.19%
4,066
120
$280K 0.18%
11,553
-523
121
$277K 0.18%
2,655
+70
122
$275K 0.18%
2,172
+19
123
$271K 0.18%
1,556
+3
124
$264K 0.17%
2,967
-80
125
$263K 0.17%
2,706
-139
3 4
5
6 7