AWP
Axis Wealth Partners Portfolio holdings
AUM
$152M
This Quarter Return
-1.11%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.28%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI USA Momentum Factor ETF
MTUM
$18B
| $217K | 0.18% |
+1,049
| New | +$217K |
|
127
JPMorgan Municipal ETF
JMUB
$3.44B
| $216K | 0.18% |
+4,298
| New | +$216K |
|
128
Paychex
PAYX
$49B
| $206K | 0.17% |
+1,469
| New | +$206K |
|
129
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.39B
| $205K | 0.17% |
+4,085
| New | +$205K |
|
130
Ford
F
$46.6B
| $102K | 0.09% |
+10,339
| New | +$102K |
|