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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
CVX icon
126
Chevron
CVX
$373B
$347K 0.18%
1,676
+151
+10% +$27.5K
BRK.B icon
127
Berkshire Hathaway Class B
BRK.B
$1.06T
$344K 0.18%
718
+53
+8% +$26K
MTUM icon
128
iShares MSCI USA Momentum Factor ETF
MTUM
$25.8B
$342K 0.18%
1,425
+94
+7% +$23.6K
MUB icon
129
iShares National Muni Bond ETF
MUB
$45.5B
$338K 0.18%
3,184
+439
+16% +$47.2K
SCHG icon
130
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$336K 0.18%
11,525
-148
-1% -$4.6K
DTH icon
131
WisdomTree International High Dividend Fund
DTH
$633M
$328K 0.17%
6,060
-279
-4% -$15.1K
AVEM icon
132
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$324K 0.17%
+4,025
New +$334K
XMHQ icon
133
Invesco S&P MidCap Quality ETF
XMHQ
$5.39B
$321K 0.17%
3,107
-789
-20% -$83.7K
ITOT icon
134
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$318K 0.17%
2,234
+1
+0% +$149
GOOG icon
135
Alphabet (Google) Class C
GOOG
$4.22T
$311K 0.17%
1,083
+100
+10% +$31.4K
DFIC icon
136
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$304K 0.16%
8,544
+160
+2% +$5.82K
DLR icon
137
Digital Realty Trust
DLR
$64.3B
$301K 0.16%
1,672
+62
+4% +$10.6K
IUSB icon
138
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$297K 0.16%
6,436
+723
+13% +$33.7K
FLQM icon
139
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.57B
$294K 0.16%
5,357
-1,051
-16% -$59.9K
VTEB icon
140
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$291K 0.15%
5,826
+939
+19% +$47.4K
BIL icon
141
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$288K 0.15%
+3,142
New +$288K
IEMG icon
142
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$284K 0.15%
4,077
-174
-4% -$12.6K
DFGP icon
143
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.64B
$282K 0.15%
5,222
+985
+23% +$53.6K
WTV icon
144
WisdomTree US Value Fund
WTV
$3.1B
$279K 0.15%
+2,944
New +$285K
JNJ icon
145
Johnson & Johnson
JNJ
$609B
$274K 0.15%
1,119
+60
+6% +$14K
VNQ icon
146
Vanguard Real Estate ETF
VNQ
$39.6B
$272K 0.14%
3,070
-25
-0.8% -$2.29K
JNK icon
147
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
$269K 0.14%
2,813
+23
+0.8% +$2.23K
FESM icon
148
Fidelity Enhanced Small Cap Core ETF
FESM
$5.9B
$266K 0.14%
+7,005
New +$276K
KO icon
149
Coca-Cola
KO
$351B
$263K 0.14%
3,459
+46
+1% +$3.48K
RY icon
150
Royal Bank of Canada
RY
$299B
$259K 0.14%
1,603
– –
4 5
6
7 8

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AAA
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BI
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EAM
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CCM
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SCGM
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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.