AWP

Axis Wealth Partners Portfolio holdings

AUM $152M
This Quarter Return
-0.55%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$16.7M
Cap. Flow
+$17.7M
Cap. Flow %
13.08%
Top 10 Hldgs %
29.62%
Holding
140
New
10
Increased
83
Reduced
44
Closed
–

Top Buys

1
$2.48M
2
$2.11M
3
$1.12M
4
$1.05M
5
$1M

Top Sells

1
$260K
2
$131K
3
$125K
4
$107K
5
$74.5K

Sector Composition

1Technology3.39%
2Communication Services1.82%
3Financials1.42%
4Healthcare1.34%
5Consumer Discretionary1.25%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5.24M3.87% 114,846
+12,467
+12%
+$569K
$5.11M3.78% 64,020
+4,612
+8%
+$368K
$4.84M3.58% 65,725
+4,546
+7%
+$335K
$4.8M3.55% 9,346
+933
+11%
+$479K
$3.98M2.94% 142,230
+1,285
+0.9%
+$35.9K
$3.7M2.74% 19,420
+13,037
+204%
+$2.48M
$3.24M2.39% 55,485
+36,170
+187%
+$2.11M
$3.08M2.28% 15,889
+997
+7%
+$193K
$3.08M2.27% 62,010
+1,232
+2%
+$61.1K
$3M2.22% 32,345
+12,094
+60%
+$1.12M
$2.78M2.05% 28,075
+1,758
+7%
+$174K
$2.76M2.04% 67,048
+7,082
+12%
+$292K
$2.73M2.01% 87,287
+6,311
+8%
+$197K
$2.67M1.98% 4,781
+115
+2%
+$64.3K
$2.49M1.84% 6,705
+122
+2%
+$45.2K
$2.39M1.76% 50,834
+5,866
+13%
+$275K
$2.36M1.74% 27,693
+3,441
+14%
+$293K
$2.3M1.7% 10,360
-21
-0.2%
-$4.67K
$2.15M1.59% 51,030
+5,646
+12%
+$238K
$1.95M1.44% 38,231
+1,894
+5%
+$96.7K
$1.93M1.43% 14,978
-142
-0.9%
-$18.3K
$1.6M1.18% 15,857
+4,073
+35%
+$410K
$1.49M1.1% 69,342
-5,843
-8%
-$125K
$1.47M1.09% 44,614
+6,529
+17%
+$215K
$1.45M1.07% 14,456
-224
-2%
-$22.4K
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