AWP
Axis Wealth Partners Portfolio holdings
AUM
$171M
1-Year Est. Return
11.25%
1 Year Est. Return
+11.25%
AUM
$152M
AUM Growth
+$16.9M
(+12%)
Holding
152
Top Buys
| 1 | +$966K | |
| 2 | +$697K | |
| 3 | +$680K | |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
+$659K |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$506K |
Top Sells
| 1 | +$691K | |
| 2 | +$296K | |
| 3 | +$291K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$248K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-2,800
|
|
||
|
FFAIW
152
Faraday Future Intelligent Electric Warrant
FFAIW
$3.47M
| – | – |
-12,099
|
|