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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
901
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-7,650
902
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-3,708
903
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-10,013
904
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-79,045
905
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-2,320
906
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-10,019
907
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-590
908
– –
-5,184
909
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-61,331
910
– –
-5,089
911
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-4,625
912
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-4,171
913
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-11,845
914
– –
-8,474
915
– –
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916
– –
-4,001
917
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-2,372
918
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-9,973
919
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-59,579
920
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-7,454
921
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-10,039
922
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923
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924
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925
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-10,527
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