AWM
Axxcess Wealth Management Portfolio holdings
AUM
$4.17B
1-Year Return
18.59%
This Quarter Return
-2.99%
1 Year Return
+18.59%
3 Year Return
+62.09%
5 Year Return
–
10 Year Return
–
AUM
$2.93B
AUM Growth
+$1.55B
(+113%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
54.51%
Top 10 Holdings %
Top 10 Hldgs %
31.33%
Holding
856
New
269
Increased
359
Reduced
122
Closed
57
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 13.5% |
| 2 | Financials | 4.65% |
| 3 | Healthcare | 4.17% |
| 4 | Consumer Discretionary | 3.2% |
| 5 | Industrials | 2.89% |
