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AWP

Axis Wealth Partners Portfolio holdings

AUM $188M
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
-0.21%
1 Year Est. Return
+15.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$7.04M
Cap. Flow
+$8.4M
Cap. Flow %
4.47%
Top 10 Hldgs %
26.43%
Holding
176
New
10
Increased
104
Reduced
56
Closed
2

Top Buys

Rank Stock Value
1
SLDE
Slide Insurance Holdings
SLDE
+$1.78M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$631K
3
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$497K
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$474K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$407K

Top Sells

Rank Stock Value
1
XYL icon
Xylem
XYL
+$675K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$245K
3
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$222K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$210K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$208K

Sector Composition

Rank Sector Weight
1 Technology 3.99%
2 Financials 3.43%
3 Communication Services 1.81%
4 Consumer Discretionary 1.39%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUSA icon
151
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$258K 0.14%
1,952
-170
-8% -$23.6K
WMT icon
152
Walmart Inc
WMT
$909B
$251K 0.13%
2,021
+150
+8% +$18.4K
SRLN icon
153
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$244K 0.13%
6,084
+92
+2% +$3.73K
GOVT icon
154
iShares US Treasury Bond ETF
GOVT
$43.7B
$244K 0.13%
10,645
+15
+0.1% +$346
BP icon
155
BP
BP
$108B
$244K 0.13%
+5,184
New +$203K
BSV icon
156
Vanguard Short-Term Bond ETF
BSV
$44.7B
$241K 0.13%
3,076
+178
+6% +$14K
IQDG icon
157
WisdomTree International Quality Dividend Growth Fund
IQDG
$701M
$236K 0.13%
5,874
+67
+1% +$2.84K
VO icon
158
Vanguard Mid-Cap ETF
VO
$106B
$235K 0.12%
3,272
-568
-15% -$42.2K
GLD icon
159
SPDR Gold Trust
GLD
$130B
$231K 0.12%
+537
New +$240K
DES icon
160
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$228K 0.12%
6,355
+65
+1% +$2.34K
PFE icon
161
Pfizer
PFE
$143B
$227K 0.12%
8,097
-2,269
-22% -$60.4K
INEQ
162
Columbia International Equity Income ETF
INEQ
$87.4M
$227K 0.12%
5,809
+279
+5% +$10.9K
PFF icon
163
iShares Preferred and Income Securities ETF
PFF
$13.3B
$225K 0.12%
7,435
+1
+0% +$31
SCYB icon
164
Schwab High Yield Bond ETF
SCYB
$2.68B
$225K 0.12%
8,669
+1,007
+13% +$26.5K
MS icon
165
Morgan Stanley
MS
$339B
$224K 0.12%
1,360
+37
+3% +$6.41K
IWM icon
166
iShares Russell 2000 ETF
IWM
$82.2B
$221K 0.12%
893
-287
-24% -$74K
VOT icon
167
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$218K 0.12%
+845
New +$232K
JQUA icon
168
JPMorgan US Quality Factor ETF
JQUA
$8.1B
$214K 0.11%
3,493
+164
+5% +$10.4K
PM icon
169
Philip Morris
PM
$301B
$209K 0.11%
+1,262
New +$219K
QYLD icon
170
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$206K 0.11%
12,000
-41
-0.3% -$722
AVUV icon
171
Avantis US Small Cap Value ETF
AVUV
$29.4B
$205K 0.11%
+1,856
New +$204K
SMH icon
172
VanEck Semiconductor ETF
SMH
$67.5B
$203K 0.11%
+528
New +$210K
MET icon
173
MetLife
MET
$60.5B
$202K 0.11%
2,861
+5
+0.2% +$374
CRNT icon
174
Ceragon Networks
CRNT
$197M
$23.2K 0.01%
10,744
– –
IWB icon
175
iShares Russell 1000 ETF
IWB
$48B
– –
-557
Closed -$208K
4 5 6
7
8

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SA
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KFS
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AAA
American Alpha Advisors New York $188M AUM 42.65% 1-Year Est. Return
BI
Beckerman Institutional Ocean Grove, New Jersey $188M AUM 15.07% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
CCM
Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
JKA
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Axis Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Axis Wealth Partners held 176 positions worth $188M, up 3.9% from $181M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Axis Wealth Partners deployed $8.4M of net new capital in Q1 2026, opening 10 new positions and adding to 104 existing holdings. Its largest new stake was Avantis Emerging Markets Equity ETF: 4,025 shares worth $324K.

By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 4.4% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Xylem, an estimated $675K trimmed.

  • Axis Wealth Partners's largest Q1 2026 buy was Avantis Emerging Markets Equity ETF: 4,025 shares worth $324K.
  • Axis Wealth Partners added most to Slide Insurance Holdings in Q1 2026, an estimated $1.78M increase.
  • Axis Wealth Partners's biggest Q1 2026 reduction was Xylem, cutting an estimated $675K.
  • Axis Wealth Partners fully exited iShares Russell Mid-Cap Growth ETF in Q1 2026, selling an estimated $222K.
  • Axis Wealth Partners's ten largest holdings make up 26% of its $188M portfolio in Q1 2026.
  • Axis Wealth Partners opened 10 new positions and closed 2 in Q1 2026.
  • Axis Wealth Partners's portfolio value rose 3.9% quarter-over-quarter to $188M.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.