AWP

Axis Wealth Partners Portfolio holdings

AUM $171M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.59M
3
+$4.53M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$4.15M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.29%
2 Communication Services 2.03%
3 Consumer Discretionary 1.69%
4 Financials 1.64%
5 Healthcare 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.81M 4.05%
+59,408
2
$4.59M 3.87%
+102,379
3
$4.53M 3.82%
+8,413
4
$4.15M 3.5%
+61,179
5
$3.85M 3.25%
+140,945
6
$3.04M 2.56%
+60,778
7
$2.92M 2.46%
+14,892
8
$2.73M 2.3%
+4,666
9
$2.7M 2.28%
+6,583
10
$2.6M 2.19%
+10,381
11
$2.55M 2.15%
+26,317
12
$2.45M 2.07%
+59,966
13
$2.36M 1.99%
+80,976
14
$2.14M 1.81%
+24,252
15
$2.07M 1.74%
+44,968
16
$2.06M 1.73%
+20,251
17
$1.93M 1.63%
+15,120
18
$1.86M 1.57%
+36,337
19
$1.84M 1.55%
+45,384
20
$1.6M 1.35%
+75,185
21
$1.42M 1.2%
+14,680
22
$1.35M 1.14%
+15,387
23
$1.32M 1.11%
+38,085
24
$1.29M 1.09%
+3,531
25
$1.22M 1.03%
+6,383
1
2 3 4 5