AWM
Axxcess Wealth Management Portfolio holdings
AUM
$4.17B
1-Year Return
18.59%
This Quarter Return
-2.99%
1 Year Return
+18.59%
3 Year Return
+62.09%
5 Year Return
–
10 Year Return
–
AUM
$2.93B
AUM Growth
+$1.55B
(+113%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
54.51%
Top 10 Holdings %
Top 10 Hldgs %
31.33%
Holding
856
New
269
Increased
359
Reduced
122
Closed
57
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$211M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$138M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$78.8M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$54.9M |
| 5 |
Vanguard Total Corporate Bond ETF
VTC
|
+$49.4M |
Top Sells
Sector Composition
| 1 | Technology | 13.5% |
| 2 | Financials | 4.65% |
| 3 | Healthcare | 4.17% |
| 4 | Consumer Discretionary | 3.2% |
| 5 | Industrials | 2.89% |
