AWM
Axxcess Wealth Management Portfolio holdings
AUM
$5.61B
1-Year Est. Return
20.75%
This Fund
S&P 500
1 Year Est. Return
+20.75%
AUM
$4.73B
AUM Growth
+$562M
(+13%)
Holding
978
Top Buys
| 1 | +$125M | |
| 2 | +$45.4M | |
| 3 | +$10.9M | |
| 4 |
ProShares UltraPro Short S&P 500
SPXU
|
+$8.84M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$8.07M |
Top Sells
| 1 | +$38.3M | |
| 2 | +$7.42M | |
| 3 | +$5.27M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$4.49M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$4.2M |
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
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.21B
| – | – |
-10,000
|
|
||
977
NetApp
NTAP
$20.8B
| – | – |
-2,396
|
|
||
978
Nutanix
NTNX
$10.3B
| – | – |
-23,607
|
|