AWM

Accredited Wealth Management Portfolio holdings

AUM $123M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.8M
3
+$7.45M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.32M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.5%
2 Healthcare 4.17%
3 Financials 2.99%
4 Consumer Staples 2.63%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.1K 0.01%
+171
227
$13.1K 0.01%
+349
228
$13K 0.01%
+70
229
$12.9K 0.01%
+260
230
$12.8K 0.01%
+307
231
$12.8K 0.01%
+224
232
$12.7K 0.01%
+340
233
$12.3K 0.01%
+100
234
$12.1K 0.01%
+300
235
$12K 0.01%
+149
236
$11.8K 0.01%
+220
237
$11.6K 0.01%
+60
238
$11.4K 0.01%
+194
239
$11.1K 0.01%
+220
240
$11K 0.01%
+33
241
$10.9K 0.01%
+500
242
$10.9K 0.01%
+175
243
$10.8K 0.01%
+1,000
244
$10.6K 0.01%
+940
245
$10.6K 0.01%
+130
246
$10.5K 0.01%
+400
247
$10.4K 0.01%
+200
248
$10.4K 0.01%
+138
249
$10.4K 0.01%
+250
250
$9.93K 0.01%
+299
8 9
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