AWP

Axis Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$671K
3
+$629K
4
AMZN icon
Amazon
AMZN
+$628K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$482K

Top Sells

1
+$683K
2
+$296K
3
+$291K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$223K
5
PAYX icon
Paychex
PAYX
+$204K

Sector Composition

1 Technology 3.59%
2 Communication Services 1.82%
3 Consumer Discretionary 1.59%
4 Financials 1.53%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.17%
898
-131
127
$250K 0.16%
3,000
+196
128
$250K 0.16%
4,926
+31
129
$247K 0.16%
5,940
-237
130
$246K 0.16%
1,142
-111
131
$246K 0.16%
+1,085
132
$243K 0.16%
10,585
-2,537
133
$237K 0.16%
987
-62
134
$235K 0.15%
4,792
-321
135
$232K 0.15%
1,675
-658
136
$225K 0.15%
7,348
-202
137
$225K 0.15%
2,799
+5
138
$220K 0.14%
5,539
-3,783
139
$218K 0.14%
+1,195
140
$211K 0.14%
1,475
-170
141
$211K 0.14%
+1,603
142
$207K 0.14%
+534
143
$206K 0.14%
+723
144
$201K 0.13%
6,344
-336
145
$201K 0.13%
+2,847
146
$201K 0.13%
+12,038
147
$26.4K 0.02%
+10,744
148
– –
-10,538
149
– –
-1,323
150
– –
-6,121
3 4 5
6
7