Axim Planning & Wealth
· CIK 0001950607| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EH CALL | EHANG HLDGS LTD | Industrials | 67,600 | $891K | 0.94% | SOLD |
| 2 | WDC | WESTERN DIGITAL CORP | Technology | 3,801 | $655K | 0.69% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 1,772 | $620K | 0.65% | SOLD |
| 4 | MEDP | MEDPACE HLDGS INC | Healthcare | 1,047 | $588K | 0.62% | SOLD |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,586 | $304K | 0.32% | SOLD |
| 6 | VTV | VANGUARD INDEX FDS | — | 1,347 | $257K | 0.27% | SOLD |
| 7 | TOST | TOAST INC | Technology | 6,335 | $225K | 0.24% | SOLD |
| 8 | LNTH | LANTHEUS HLDGS INC | Healthcare | 3,351 | $223K | 0.23% | SOLD |
| 9 | ACIO | ETF SER SOLUTIONS | — | 4,618 | $202K | 0.21% | SOLD |
| 10 | ENVX | ENOVIX CORPORATION | Industrials | 16,565 | $121K | 0.13% | SOLD |
Sector Allocation
Industrials
66.1%
Financial Services
11.3%
Technology
9.1%
Consumer Cyclical
4.0%
Consumer Defensive
3.9%
Healthcare
3.3%
Basic Materials
1.4%
Energy
0.6%
Communication Services
0.3%