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AWM

Axxcess Wealth Management Portfolio holdings

AUM $3.12B
1-Year Est. Return 21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$11.8M
3
+$8.96M
4
SSO icon
ProShares Ultra S&P500
SSO
+$5.68M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.06M

Top Sells

1
+$35.6M
2
+$29.2M
3
+$26.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.31M

Sector Composition

1 Technology 18.06%
2 Healthcare 6.81%
3 Financials 6.71%
4 Industrials 4.87%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17.8K ﹤0.01%
+2,936
627
$6.75K ﹤0.01%
+5,500
628
$6.34K ﹤0.01%
318,600
629
$867 ﹤0.01%
+28,060
630
– –
-2,281
631
– –
-2,910
632
– –
-1,075
633
– –
-68,849
634
– –
-934
635
– –
-27,901
636
– –
-2,239
637
– –
-958
638
– –
-34,500
639
– –
-14,815
640
– –
-83,690
641
– –
-8,505
642
– –
-25,372
643
– –
-9,851
644
– –
-83,751
645
– –
-6,709
646
– –
-57,600
647
– –
-397
648
– –
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649
– –
-3,300
650
– –
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24 25
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