AWM

Axxcess Wealth Management Portfolio holdings

AUM $4.73B
1-Year Est. Return 20.57%
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$19.1M
3
+$12.9M
4
UPS icon
United Parcel Service
UPS
+$12M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$9.4M

Top Sells

1
+$13.7M
2
+$12.2M
3
+$8.07M
4
CXM icon
Sprinklr
CXM
+$4.94M
5
XOM icon
Exxon Mobil
XOM
+$4.37M

Sector Composition

1 Technology 22.13%
2 Financials 6.45%
3 Healthcare 5.69%
4 Industrials 4.85%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$297K 0.02%
2,253
-2,020
452
$297K 0.02%
6,665
+90
453
$296K 0.02%
3,153
-3,703
454
$296K 0.02%
7,334
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455
$295K 0.02%
7,302
456
$293K 0.02%
3,199
-20
457
$291K 0.02%
8,646
-1,762
458
$289K 0.02%
15,755
-1,988
459
$288K 0.02%
+2,058
460
$288K 0.02%
10,368
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461
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953
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462
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12,013
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463
$282K 0.02%
3,512
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464
$281K 0.02%
+9,557
465
$281K 0.02%
+13,349
466
$279K 0.02%
+3,058
467
$278K 0.02%
8,359
468
$275K 0.02%
8,080
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469
$275K 0.02%
+25,379
470
$275K 0.02%
+2,019
471
$272K 0.02%
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472
$272K 0.02%
5,685
-630
473
$272K 0.02%
+1,700
474
$271K 0.02%
4,210
-7,450
475
$271K 0.02%
5,452
17 18
19
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