We are live on ! Find out more
AWP

Axis Wealth Partners Portfolio holdings

AUM $188M
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
+1.92%
1 Year Est. Return
+15.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$181M
AUM Growth
+$10.2M
Cap. Flow
+$7.18M
Cap. Flow %
3.97%
Top 10 Hldgs %
26.85%
Holding
173
New
12
Increased
83
Reduced
68
Closed
7

Top Buys

Rank Stock Value
1
XYL icon
Xylem
XYL
+$2.69M
2
SLDE
Slide Insurance Holdings
SLDE
+$1.7M
3
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$947K
4
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$800K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$521K

Top Sells

Rank Stock Value
1
IVE icon
iShares S&P 500 Value ETF
IVE
+$849K
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$712K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$684K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$570K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$374K

Sector Composition

Rank Sector Weight
1 Technology 4.38%
2 Financials 2.7%
3 Communication Services 1.83%
4 Industrials 1.58%
5 Consumer Discretionary 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
151
Morgan Stanley
MS
$339B
$235K 0.13%
1,323
-26
-2% -$4.34K
CVX icon
152
Chevron
CVX
$373B
$232K 0.13%
1,525
-17
-1% -$2.59K
PFF icon
153
iShares Preferred and Income Securities ETF
PFF
$13.3B
$230K 0.13%
7,434
-42
-0.6% -$1.31K
DFGP icon
154
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.64B
$229K 0.13%
+4,237
New +$233K
BSV icon
155
Vanguard Short-Term Bond ETF
BSV
$44.7B
$228K 0.13%
+2,898
New +$229K
MET icon
156
MetLife
MET
$60.5B
$225K 0.12%
2,856
+39
+1% +$3.09K
IWP icon
157
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$222K 0.12%
1,618
-35
-2% -$4.89K
JNJ icon
158
Johnson & Johnson
JNJ
$609B
$219K 0.12%
+1,059
New +$209K
QYLD icon
159
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$213K 0.12%
12,041
+3
+0% +$52
DES icon
160
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$210K 0.12%
6,290
+7
+0.1% +$234
JQUA icon
161
JPMorgan US Quality Factor ETF
JQUA
$8.1B
$210K 0.12%
+3,329
New +$209K
WMT icon
162
Walmart Inc
WMT
$909B
$208K 0.12%
1,871
-116
-6% -$12.5K
IWB icon
163
iShares Russell 1000 ETF
IWB
$48B
$208K 0.11%
557
+10
+2% +$3.7K
INEQ
164
Columbia International Equity Income ETF
INEQ
$87.4M
$206K 0.11%
+5,530
New +$211K
SCYB icon
165
Schwab High Yield Bond ETF
SCYB
$2.68B
$202K 0.11%
+7,662
New +$203K
CRNT icon
166
Ceragon Networks
CRNT
$197M
$22.6K 0.01%
10,744
– –
AVAV icon
167
AeroVironment
AVAV
$7.2B
– –
-723
Closed -$228K
BSCP
168
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-13,981
Closed -$289K
HD icon
169
Home Depot
HD
$338B
– –
-540
Closed -$219K
IEFA icon
170
iShares Core MSCI EAFE ETF
IEFA
$186B
– –
-3,089
Closed -$270K
PM icon
171
Philip Morris
PM
$301B
– –
-1,240
Closed -$201K
SPYG icon
172
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
– –
-1,947
Closed -$203K
TIP icon
173
iShares TIPS Bond ETF
TIP
$14.5B
– –
-2,378
Closed -$265K
3 4 5 6
7

Similar funds

SA
Sylvest Advisors Dallas, Texas $188M AUM 17.32% 1-Year Est. Return
KFS
Keynote Financial Services Vernon, Connecticut $188M AUM 31.85% 1-Year Est. Return
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
Jones Kertz & Associates Blaine, Minnesota $188M AUM

Axis Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Axis Wealth Partners held 173 positions worth $181M, up 6% from $171M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Axis Wealth Partners deployed $7.18M of net new capital in Q4 2025, opening 12 new positions and adding to 83 existing holdings. Its largest new stake was Xylem: 18,706 shares worth $2.55M.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, down from 4.5% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares S&P 500 Value ETF, an estimated $849K trimmed.

  • Axis Wealth Partners's largest Q4 2025 buy was Xylem: 18,706 shares worth $2.55M.
  • Axis Wealth Partners added most to Vanguard Russell 1000 Value ETF in Q4 2025, an estimated $947K increase.
  • Axis Wealth Partners's biggest Q4 2025 reduction was iShares S&P 500 Value ETF, cutting an estimated $849K.
  • Axis Wealth Partners fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $289K.
  • Axis Wealth Partners's ten largest holdings make up 27% of its $181M portfolio in Q4 2025.
  • Axis Wealth Partners opened 12 new positions and closed 7 in Q4 2025.
  • Axis Wealth Partners's portfolio value rose 6% quarter-over-quarter to $181M.

Based on Axis Wealth Partners's 13F filing for Q4 2025, filed 30 Jan 2026.