AI

Accredited Investors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$36.1M
3
+$33.6M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$33.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$26.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.61%
2 Consumer Staples 3.47%
3 Technology 2.01%
4 Financials 1.56%
5 Materials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$583K 0.23%
+3,632
27
$552K 0.22%
+7,167
28
$531K 0.21%
+25,170
29
$519K 0.2%
+4,668
30
$510K 0.2%
+24,280
31
$478K 0.19%
+6,700
32
$465K 0.18%
+4,147
33
$464K 0.18%
+4,153
34
$456K 0.18%
+18,788
35
$386K 0.15%
+6,250
36
$368K 0.15%
+10,629
37
$359K 0.14%
+12,776
38
$356K 0.14%
+13,365
39
$338K 0.13%
+200
40
$327K 0.13%
+3,806
41
$313K 0.12%
+4,182
42
$312K 0.12%
+9,204
43
$306K 0.12%
+3,734
44
$305K 0.12%
+3,512
45
$290K 0.11%
+4,582
46
$277K 0.11%
+3,659
47
$250K 0.1%
+3,023
48
$248K 0.1%
+17,094
49
$246K 0.1%
+5,544
50
$244K 0.1%
+4,604
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