AWP
Axis Wealth Partners Portfolio holdings
AUM
$188M
1-Year Est. Return
15.3%
This Fund
S&P 500
1 Year Est. Return
+15.3%
AUM
$188M
AUM Growth
+$7.04M
(+3.9%)
Holding
176
Top Buys
| 1 | +$1.78M | |
| 2 | +$631K | |
| 3 | +$497K | |
| 4 |
Fidelity Enhanced International ETF
FENI
|
+$474K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$407K |
Top Sells
| 1 | +$675K | |
| 2 | +$334K | |
| 3 | +$245K | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$222K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$210K |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
|
176
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| – | – |
-1,618
|
|