AWP

Axis Wealth Partners Portfolio holdings

AUM $188M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.19M
3
+$1.01M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$746K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$597K

Top Sells

1
+$2.11M
2
+$800K
3
+$729K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$630K
5
IVW icon
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
$228K 0.13%
723
152
$219K 0.13%
+540
153
$218K 0.13%
5,466
-73
154
$215K 0.13%
+1,349
155
$212K 0.12%
6,283
-61
156
$205K 0.12%
12,038
157
$205K 0.12%
+1,987
158
$203K 0.12%
+1,947
159
$201K 0.12%
1,240
+45
160
$200K 0.12%
+547
161
$25K 0.01%
10,744
162
– –
-2,847
3 4 5 6
7