AWM
Axxcess Wealth Management Portfolio holdings
AUM
$4.73B
1-Year Est. Return
20.57%
1 Year Est. Return
+20.57%
AUM
$4.73B
AUM Growth
+$562M
(+13%)
Holding
978
Top Buys
| 1 | +$135M | |
| 2 | +$46.4M | |
| 3 | +$11M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$8.39M |
| 5 |
ProShares UltraPro Short S&P 500
SPXU
|
+$7.81M |
Top Sells
| 1 | +$39M | |
| 2 | +$8.41M | |
| 3 | +$5.87M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$4.64M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$4.24M |
Sector Composition
| 1 | Technology | 12.55% |
| 2 | Financials | 5.23% |
| 3 | Communication Services | 4.04% |
| 4 | Consumer Discretionary | 3.34% |
| 5 | Industrials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
976
Invesco Senior Income Trust
VVR
$508M
| – | – |
-13,000
|
|
||
977
Welltower
WELL
$139B
| – | – |
-6,713
|
|
||
|
CRWV
978
CoreWeave Inc
CRWV
$37.9B
| – | – |
-2,000
|
|