AWP
Axis Wealth Partners Portfolio holdings
AUM
$152M
This Quarter Return
-0.55%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$16.7M
(+14%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
13.08%
Top 10 Holdings %
Top 10 Hldgs %
29.62%
Holding
140
New
10
Increased
83
Reduced
44
Closed
–
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$2.48M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.11M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.12M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.05M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1M |
Top Sells
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Communication Services | 1.82% |
| 3 | Financials | 1.42% |
| 4 | Healthcare | 1.34% |
| 5 | Consumer Discretionary | 1.25% |
