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
$3.67B
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
926
– –
-8,890
927
– –
-8,430
928
– –
-16,707
929
– –
-1,467
930
– –
-6,200
931
– –
-3,288
932
– –
-999
933
– –
-559
934
– –
-11,260
935
– –
-6,406
936
– –
-10,961
937
– –
-8,880
938
– –
-10,400
939
– –
-12,918
940
– –
-2,080
941
– –
-48,083
942
– –
-6,219
943
– –
-5,460
944
– –
-3,389
945
– –
-1,974
946
– –
-30,940
947
– –
-2,364
948
– –
-31,342
949
– –
-18,112
950
– –
-3,000
35 36 37
38
39