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Tcw Etf Trust shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Tcw Etf Trust held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 99k 39.80
2025-06-30 $886k 22k 39.45

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Tcw Etf Trust

Captrust Financial Advisors
UBS Group
LPL Financial
First Pacific Financial
Morton Capital Management
Cary Street Partners Financial
M^T Bank Corporation
Envestnet Asset Management
TCW Group
Janney Montgomery Scott
Stifel Financial
Francis Financial
Raymond James Financial
Morling Financial Advisors
Peak Financial Advisors

View all funds holding Tcw Etf Trust