We are live on ! Find out more
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
$3.36B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$15.8M
3
+$13.8M
4
MSFT icon
Microsoft
MSFT
+$13.1M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$12.1M

Top Sells

1
+$74.5M
2
+$15.3M
3
+$14.9M
4
SSO icon
ProShares Ultra S&P500
SSO
+$9.69M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.17M

Sector Composition

1 Technology 12.33%
2 Financials 5.5%
3 Healthcare 4.32%
4 Industrials 3.31%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-24,753
852
– –
-10,530
853
– –
-16,637
854
– –
-4,154
855
– –
-14,033
856
– –
-15,652
857
– –
-17,344
858
– –
-27,001
859
– –
-5,418
860
– –
-20,440
861
– –
-4,782
862
– –
-9,771
863
– –
-122,223
864
– –
-33,670
865
– –
-7,828
866
– –
-8,934
867
– –
-8,372
868
– –
-20,718
869
– –
-8,827
870
– –
-5,941
871
– –
-60,807
872
– –
-26,234
873
– –
-10,061
874
– –
-26,063
875
– –
-29,215
33 34
35
36 37