AWP

Axis Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$671K
3
+$629K
4
AMZN icon
Amazon
AMZN
+$628K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$482K

Top Sells

1
+$683K
2
+$296K
3
+$291K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$223K
5
PAYX icon
Paychex
PAYX
+$204K

Sector Composition

1 Technology 3.59%
2 Communication Services 1.82%
3 Consumer Discretionary 1.59%
4 Financials 1.53%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.69M 3.74%
67,973
+3,953
2
$5.6M 3.68%
9,867
+521
3
$5.57M 3.66%
121,820
+6,974
4
$5.37M 3.52%
66,977
+1,252
5
$3.86M 2.53%
145,472
+3,242
6
$3.74M 2.46%
19,142
-278
7
$3.46M 2.28%
66,590
+4,580
8
$3.4M 2.24%
7,765
+1,060
9
$3.31M 2.18%
30,094
-2,251
10
$3.27M 2.15%
52,665
-2,820
11
$3.17M 2.08%
15,471
-418
12
$3.04M 2%
87,907
+620
13
$2.93M 1.93%
4,747
-34
14
$2.93M 1.92%
69,277
+2,229
15
$2.86M 1.88%
60,704
+9,870
16
$2.64M 1.73%
28,702
+1,009
17
$2.56M 1.68%
25,449
+9,592
18
$2.5M 1.64%
47,775
+9,544
19
$2.37M 1.55%
52,236
+1,206
20
$2.24M 1.47%
10,910
+550
21
$2.09M 1.38%
21,107
-6,968
22
$1.97M 1.3%
14,791
-187
23
$1.81M 1.19%
16,171
+1,715
24
$1.68M 1.11%
46,933
+2,319
25
$1.68M 1.1%
7,640
+3,175
1
2 3 4 5