Axxcess Wealth Management, LLC
CIK Number: 0001911056
4.17B
Market Value
817
# of Holdings
7 months
Avg. Holding Period
35.23%
Win Rate
48.50%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large ... | 260.03 | +0.79% | 1.08M | -1.33% | 291.29M | 196.4 | 6.99% |
| 2 | NOW | ServiceNow, Inc... | 823.58 | +1.48% | 251.41K | +0.11% | 266.52M | 649.27 | 6.40% |
| 3 | AGG | iShares Core U.... | 98.85 | -0.11% | 1.79M | +4.39% | 173.12M | 95.43 | 4.16% |
| 4 | MSFT | Microsoft Corpo... | 382.96 | +0.20% | 200.33K | +3.80% | 84.44M | 340.19 | 2.03% |
| 5 | IDEV | iShares Core MS... | 69.29 | +0.35% | 1.29M | +1.83% | 83.29M | 58.46 | 2.00% |
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