AWM

Accredited Wealth Management Portfolio holdings

AUM $134M
1-Year Est. Return 11.14%
This Quarter Est. Return
1 Year Est. Return
+11.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$862K
2
+$702K
3
+$469K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$440K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$387K

Top Sells

1
+$12.8M
2
+$2.39M
3
+$2.19M
4
AMZN icon
Amazon
AMZN
+$1.14M
5
ADP icon
Automatic Data Processing
ADP
+$1.13M

Sector Composition

1 Healthcare 3.44%
2 Technology 3.19%
3 Consumer Staples 2.5%
4 Industrials 2.2%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.6K 0.01%
550
+50
227
$11.3K 0.01%
138
228
$11.2K 0.01%
+113
229
$11.2K 0.01%
120
-30
230
$11K 0.01%
+71
231
$10.8K 0.01%
400
232
$10.8K 0.01%
+327
233
$10.8K 0.01%
200
234
$10.8K 0.01%
298
-1
235
$10.7K 0.01%
+300
236
$10.7K 0.01%
130
237
$10.7K 0.01%
+122
238
$10.7K 0.01%
375
-866
239
$10.6K 0.01%
150
+100
240
$10.4K 0.01%
175
241
$10.4K 0.01%
+53
242
$10.3K 0.01%
220
243
$10.2K 0.01%
+84
244
$10.2K 0.01%
+88
245
$10.2K 0.01%
+78
246
$9.7K 0.01%
142
247
$9.55K 0.01%
+64
248
$9.34K 0.01%
35
249
$9.11K 0.01%
100
250
$8.97K 0.01%
33
8 9
10
11 12