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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
$1.38B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$17.4M
3
+$12.9M
4
UPS icon
United Parcel Service
UPS
+$11.9M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.94M

Top Sells

1
+$12.6M
2
+$12.4M
3
+$7.64M
4
CXM icon
Sprinklr
CXM
+$4.94M
5
XOM icon
Exxon Mobil
XOM
+$4.45M

Sector Composition

1 Technology 22.13%
2 Financials 6.45%
3 Healthcare 5.69%
4 Industrials 4.88%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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677
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-9,547
678
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679
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-1,425
680
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-12,606
681
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-2,546
682
– –
-16,738
683
– –
-6,250
684
– –
-21,644
685
– –
-2,567
686
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-2,936
687
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-91,300
688
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-28,060
689
– –
-18,512
690
– –
-6,430
691
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692
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-25,372
693
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694
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-7,380
695
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-6,070
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