AWP

Axis Wealth Partners Portfolio holdings

AUM $171M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$1.12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1M

Top Sells

1
+$260K
2
+$131K
3
+$125K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$107K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.5K

Sector Composition

1 Technology 3.39%
2 Communication Services 1.82%
3 Financials 1.42%
4 Healthcare 1.34%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.19%
5,113
+26
127
$250K 0.18%
1,253
-4
128
$248K 0.18%
4,895
+810
129
$247K 0.18%
2,153
+2
130
$232K 0.17%
7,550
-133
131
$224K 0.17%
2,794
-185
132
$223K 0.16%
1,553
-119
133
$217K 0.16%
4,333
+35
134
$214K 0.16%
6,680
-39
135
$212K 0.16%
+2,180
136
$212K 0.16%
+2,804
137
$212K 0.16%
1,049
138
$204K 0.15%
1,323
-146
139
$106K 0.08%
10,538
+199
140
$544 ﹤0.01%
+12,099
2 3 4 5
6