Portfolio (Quarterly)
Guide ↗
AXXCESS WEALTH MANAGEMENT, LLC
· CIK 0001911056| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | THO | THOR INDS INC | Consumer Cyclical | 1,964 | $204K | 0.00% | SOLD |
| 62 | RGA | REINSURANCE GRP OF AMERICA I | Financial Services | 1,044 | $201K | 0.00% | SOLD |
| 63 | — | ISHARES TR | — | 8,580 | $200K | 0.00% | SOLD |
| 64 | KSS | KOHLS CORP | Consumer Cyclical | 11,245 | $173K | 0.00% | SOLD |
| 65 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 21,550 | $172K | 0.00% | SOLD |
| 66 | ABR | ARBOR REALTY TRUST INC | Real Estate | 11,560 | $141K | 0.00% | SOLD |
| 67 | ALLO | ALLOGENE THERAPEUTICS INC | Healthcare | 10,208 | $13K | — | SOLD |
Sector Allocation
Technology
51.2%
Financial Services
12.7%
Communication Services
12.2%
Consumer Cyclical
11.0%
Consumer Defensive
4.2%
Healthcare
4.1%
Industrials
2.5%
Energy
1.0%
Utilities
0.7%
Basic Materials
0.3%