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
551
$202K 0.01%
1,902
-208
552
$201K 0.01%
5,702
+91
553
$201K 0.01%
+3,085
554
$201K 0.01%
489
-78
555
$197K 0.01%
14,786
+86
556
$187K 0.01%
12,423
557
$182K 0.01%
2,448
+505
558
$170K 0.01%
20,377
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559
$159K 0.01%
30,308
+175
560
$153K 0.01%
10,103
-27
561
$150K 0.01%
+5,062
562
$145K 0.01%
11,576
-1,908
563
$143K 0.01%
15,332
-20,385
564
$138K 0.01%
2,608
-2,308
565
$136K 0.01%
13,529
+63
566
$130K 0.01%
15,514
-1,399
567
$128K 0.01%
11,747
568
$121K 0.01%
11,664
569
$109K 0.01%
25,088
+118
570
$108K 0.01%
+10,774
571
$104K 0.01%
+14,867
572
$94.3K 0.01%
12,490
-16,476
573
$67K ﹤0.01%
10,357
574
$66.1K ﹤0.01%
10,000
-6,400
575
$51.5K ﹤0.01%
10,000
21 22
23
24 25