AWM
Axxcess Wealth Management Portfolio holdings
AUM
$4.17B
1-Year Return
18.59%
This Quarter Return
+6.26%
1 Year Return
+18.59%
3 Year Return
+62.09%
5 Year Return
–
10 Year Return
–
AUM
$1.32B
AUM Growth
–
Cap. Flow
+$1.32B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.77%
Holding
622
New
618
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ServiceNow
NOW
|
+$163M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$70.5M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$57.1M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$27.2M |
| 5 |
Microsoft
MSFT
|
+$26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 6.98% |
| 3 | Financials | 6.24% |
| 4 | Industrials | 3.85% |
| 5 | Consumer Discretionary | 3.82% |
