AWM
Accredited Wealth Management Portfolio holdings
AUM
$123M
This Quarter Return
+0.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$4.12M
(+3.6%)
Cap. Flow
+$4.32M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
60.29%
Holding
422
New
65
Increased
73
Reduced
58
Closed
62
Top Buys
Top Sells
| 1 |
Avantis US Equity ETF
AVUS
|
$12.8M |
| 2 |
Apple
AAPL
|
$2.39M |
| 3 |
Avantis International Equity ETF
AVDE
|
$2.19M |
| 4 |
Amazon
AMZN
|
$1.14M |
| 5 |
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% |
