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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
$3.67B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17M
3
+$13.4M
4
META icon
Meta Platforms (Facebook)
META
+$9.12M
5
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$8.23M

Top Sells

1
+$16.8M
2
+$7.58M
3
+$7.39M
4
MSCI icon
MSCI
MSCI
+$6.68M
5
HD icon
Home Depot
HD
+$6.36M

Sector Composition

1 Technology 13.96%
2 Financials 4.55%
3 Healthcare 4.12%
4 Communication Services 3.66%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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879
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880
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882
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883
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-14,000
884
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885
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886
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888
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889
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890
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891
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892
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895
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896
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897
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