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AWP

Axis Wealth Partners Portfolio holdings

AUM $208M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
+9.99%
1 Year Est. Return
+18.75%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$208M
AUM Growth
+$20.2M
Cap. Flow
+$3.52M
Cap. Flow %
1.69%
Top 10 Hldgs %
26.38%
Holding
197
New
23
Increased
62
Reduced
93
Closed
14

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.56M
2
SLDE
Slide Insurance Holdings
SLDE
+$983K
3
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$862K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$813K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$661K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$661K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$559K
3
BND icon
Vanguard Total Bond Market
BND
+$488K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$485K
5
CAT icon
Caterpillar
CAT
+$393K

Sector Composition

Rank Sector Weight
1 Miscellaneous 85.06%
2 Technology 5.59%
3 Financials 3.45%
4 Communication Services 1.36%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
126
TSMC
TSM
$2.22T
$373K 0.18%
782
-380
-33% -$154K
T icon
127
AT&T
T
$176B
$368K 0.18%
17,789
-502
-3% -$12.5K
AZN icon
128
AstraZeneca
AZN
$252B
$367K 0.18%
1,936
-34
-2% -$6.39K
INEQ
129
Columbia International Equity Income ETF
INEQ
$106M
$367K 0.18%
9,521
+3,712
+64% +$148K
HYG icon
130
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$355K 0.17%
4,441
-401
-8% -$32.1K
IEMG icon
131
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$355K 0.17%
4,280
+203
+5% +$16.2K
DES icon
132
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$347K 0.17%
8,527
+2,172
+34% +$83.7K
SMH icon
133
VanEck Semiconductor ETF
SMH
$69.5B
$346K 0.17%
528
– –
VOT icon
134
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$333K 0.16%
1,086
+241
+29% +$69.5K
RY icon
135
Royal Bank of Canada
RY
$292B
$332K 0.16%
1,603
– –
TSLA icon
136
Tesla
TSLA
$1.4T
$332K 0.16%
789
-192
-20% -$76.4K
META icon
137
Meta Platforms (Facebook)
META
$1.57T
$330K 0.16%
585
-144
-20% -$88.1K
PVAL icon
138
Putnam Focused Large Cap Value ETF
PVAL
$14.1B
$317K 0.15%
+6,213
New +$309K
DTH icon
139
WisdomTree International High Dividend Fund
DTH
$668M
$313K 0.15%
5,787
-273
-5% -$15.3K
BIV icon
140
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$302K 0.15%
+3,944
New +$303K
SUSA icon
141
iShares ESG Optimized MSCI USA ETF
SUSA
$4.13B
$302K 0.14%
1,955
+3
+0.2% +$443
DLR icon
142
Digital Realty Trust
DLR
$69.9B
$301K 0.14%
1,675
+3
+0.2% +$575
BIL icon
143
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$297K 0.14%
3,241
+99
+3% +$9.06K
AVLV icon
144
Avantis US Large Cap Value ETF
AVLV
$21.6B
$297K 0.14%
+3,251
New +$286K
VNQ icon
145
Vanguard Real Estate ETF
VNQ
$38.1B
$288K 0.14%
2,992
-78
-3% -$7.45K
IQDG icon
146
WisdomTree International Quality Dividend Growth Fund
IQDG
$719M
$282K 0.14%
6,551
+677
+12% +$28.8K
PYLD icon
147
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$280K 0.13%
+10,554
New +$279K
VO icon
148
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$269K 0.13%
3,338
+66
+2% +$5.12K
IWM icon
149
iShares Russell 2000 ETF
IWM
$81.2B
$266K 0.13%
887
-6
-0.7% -$1.69K
JQUA icon
150
JPMorgan US Quality Factor ETF
JQUA
$8.7B
$263K 0.13%
3,633
+140
+4% +$9.52K
4 5
6
7 8

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Axis Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Axis Wealth Partners held 197 positions worth $208M, up 11% from $188M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Axis Wealth Partners's Q2 2026 filing shows 23 new, 62 increased, 93 reduced and 14 closed positions. Its largest new stake was Fidelity Blue Chip Growth ETF: 14,516 shares worth $902K. The largest sale was Apple, an estimated $661K.

By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, down from 85% a quarter earlier, followed by Technology and Financials.

  • Axis Wealth Partners's largest Q2 2026 buy was Fidelity Blue Chip Growth ETF: 14,516 shares worth $902K.
  • Axis Wealth Partners added most to NVIDIA in Q2 2026, an estimated $3.56M increase.
  • Axis Wealth Partners's biggest Q2 2026 reduction was Apple, cutting an estimated $661K.
  • Axis Wealth Partners fully exited Vanguard Total Bond Market in Q2 2026, selling an estimated $488K.
  • Axis Wealth Partners's ten largest holdings make up 26% of its $208M portfolio in Q2 2026.
  • Axis Wealth Partners opened 23 new positions and closed 14 in Q2 2026.
  • Axis Wealth Partners's portfolio value rose 11% quarter-over-quarter to $208M.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.