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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
$4.17B
AUM Growth
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.1M
3
+$10.2M
4
WTV icon
WisdomTree US Value Fund
WTV
+$9.81M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$9.8M

Top Sells

1
+$17.4M
2
+$14.1M
3
+$9.42M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.73M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$6.44M

Sector Composition

1 Technology 9.75%
2 Financials 5.4%
3 Communication Services 4.03%
4 Consumer Discretionary 3.34%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$37K ﹤0.01%
29,860
-978
877
$33.9K ﹤0.01%
22,000
+1,000
878
$28.9K ﹤0.01%
11,175
-2,700
879
$11.9K ﹤0.01%
10,538
880
$9.21K ﹤0.01%
1,291
881
– –
0
882
– –
-6,751
883
– –
-6,540
884
– –
-28,597
885
– –
-5,214
886
– –
-29,342
887
– –
-393
888
– –
-14,470
889
– –
-2,644
890
– –
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891
– –
-26,974
892
– –
-2,077
893
– –
-15,127
894
– –
-10,309
895
– –
-3,919
896
– –
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897
– –
-3,003
898
– –
-3,153
899
– –
-4,230
900
– –
-4,562
34 35
36
37 38