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
476
$270K 0.02%
828
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477
$269K 0.02%
12,449
478
$268K 0.02%
+5,398
479
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6,421
480
$267K 0.02%
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481
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482
$261K 0.02%
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483
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1,335
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484
$259K 0.02%
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-8,545
485
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486
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487
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497
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498
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13,361
499
$250K 0.02%
1,099
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500
$250K 0.02%
50,400
18 19
20
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