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
501
$249K 0.02%
4,336
-58
502
$249K 0.02%
1,472
+4
503
$248K 0.02%
1,481
-5,842
504
$247K 0.02%
1,436
-1,836
505
$247K 0.02%
2,032
+510
506
$247K 0.02%
+2,189
507
$246K 0.02%
9,163
+499
508
$246K 0.02%
2,632
-138
509
$245K 0.02%
1,998
+65
510
$242K 0.02%
22,050
+12,025
511
$242K 0.02%
658
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512
$238K 0.02%
2,656
513
$237K 0.02%
+5,756
514
$236K 0.02%
2,926
-5,446
515
$235K 0.02%
1,961
-98
516
$235K 0.02%
5,924
-5,550
517
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518
$234K 0.02%
12,006
519
$233K 0.02%
7,583
520
$233K 0.02%
8,331
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521
$232K 0.02%
3,586
-644
522
$231K 0.02%
+1,023
523
$228K 0.02%
4,710
-209
524
$226K 0.02%
3,812
-549
525
$226K 0.02%
+2,537
19 20
21
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