AWP
Axis Wealth Partners Portfolio holdings
AUM
$181M
1-Year Est. Return
14.66%
This Fund
S&P 500
1 Year Est. Return
+14.66%
AUM
$171M
AUM Growth
+$18.6M
(+12%)
Holding
162
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.19M | |
| 3 | +$1.01M | |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
+$746K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$597K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$800K | |
| 3 | +$729K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$630K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$569K |
Sector Composition
| 1 | Technology | 4.51% |
| 2 | Communication Services | 1.93% |
| 3 | Consumer Discretionary | 1.69% |
| 4 | Financials | 1.6% |
| 5 | Healthcare | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
AeroVironment
AVAV
$9.26B
| $228K | 0.13% |
723
|
|
||
152
Home Depot
HD
$328B
| $219K | 0.13% |
+540
|
|
||
153
WisdomTree International Quality Dividend Growth Fund
IQDG
$684M
| $218K | 0.13% |
5,466
-73
|
|
||
154
Morgan Stanley
MS
$261B
| $215K | 0.13% |
+1,349
|
|
||
155
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
| $212K | 0.12% |
6,283
-61
|
|
||
156
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
| $205K | 0.12% |
12,038
|
|
||
157
Walmart Inc
WMT
$991B
| $205K | 0.12% |
+1,987
|
|
||
158
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.6B
| $203K | 0.12% |
+1,947
|
|
||
159
Philip Morris
PM
$258B
| $201K | 0.12% |
1,240
+45
|
|
||
160
iShares Russell 1000 ETF
IWB
$42.8B
| $200K | 0.12% |
+547
|
|
||
161
Ceragon Networks
CRNT
$194M
| $25K | 0.01% |
10,744
|
|
||
162
Coca-Cola
KO
$327B
| – | – |
-2,847
|
|