Axxcess Wealth Management, LLC
CIK Number: 0001911056
4.07B
Market Value
796
# of Holdings
6 months
Avg. Holding Period
69.71%
Win Rate
40.14%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 274.34 | +0.60% | 1.09M | -1.11% | 288.21M | 196.4 | 7.07% | |
| 2 | Servicenow Inc | 1076.74 | +0.28% | 251.13K | -0.16% | 224.61M | 648.82 | 5.51% | |
| 3 | Ishares Tr | 96.69 | -0.12% | 1.71M | +3.68% | 173.31M | 95.37 | 4.25% | |
| 4 | Ishares Tr | 65.17 | +0.84% | 1.27M | +0.56% | 89.86M | 58.35 | 2.21% | |
| 5 | Microsoft Corp | 427.39 | +0.95% | 193.00K | -3.78% | 83.05M | 337.1 | 2.04% |
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