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
$135M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$1.12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1M

Top Sells

1
+$260K
2
+$131K
3
+$125K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$107K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.5K

Sector Composition

1 Technology 3.39%
2 Communication Services 1.82%
3 Financials 1.42%
4 Healthcare 1.34%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.24M 3.87%
114,846
+12,467
2
$5.11M 3.78%
64,020
+4,612
3
$4.84M 3.58%
65,725
+4,546
4
$4.8M 3.55%
9,346
+933
5
$3.98M 2.94%
142,230
+1,285
6
$3.7M 2.74%
19,420
+13,037
7
$3.24M 2.39%
55,485
+36,170
8
$3.08M 2.28%
15,889
+997
9
$3.08M 2.27%
62,010
+1,232
10
$3M 2.22%
32,345
+12,094
11
$2.78M 2.05%
28,075
+1,758
12
$2.76M 2.04%
67,048
+7,082
13
$2.73M 2.01%
87,287
+6,311
14
$2.67M 1.98%
4,781
+115
15
$2.49M 1.84%
6,705
+122
16
$2.39M 1.76%
50,834
+5,866
17
$2.36M 1.74%
27,693
+3,441
18
$2.3M 1.7%
10,360
-21
19
$2.15M 1.59%
51,030
+5,646
20
$1.95M 1.44%
38,231
+1,894
21
$1.93M 1.43%
14,978
-142
22
$1.6M 1.18%
15,857
+4,073
23
$1.49M 1.1%
69,342
-5,843
24
$1.47M 1.09%
44,614
+6,529
25
$1.45M 1.07%
14,456
-224
1
2 3 4 5