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
251
$9.85K 0.01%
+75
252
$9.36K 0.01%
+160
253
$9.28K 0.01%
+25
254
$8.91K 0.01%
+47
255
$8.88K 0.01%
+104
256
$8.81K 0.01%
+200
257
$8.78K 0.01%
+150
258
$8.77K 0.01%
+135
259
$8.63K 0.01%
+100
260
$8.55K 0.01%
+142
261
$8.53K 0.01%
+170
262
$8.49K 0.01%
+286
263
$8.46K 0.01%
+50
264
$8.43K 0.01%
+100
265
$7.84K 0.01%
+93
266
$7.73K 0.01%
+35
267
$7.71K 0.01%
+106
268
$7.67K 0.01%
+41
269
$7.56K 0.01%
+100
270
$7.1K 0.01%
+300
271
$7.08K 0.01%
+175
272
$6.91K 0.01%
+210
273
$6.89K 0.01%
+217
274
$6.81K 0.01%
+120
275
$6.73K 0.01%
+50
9 10
11
12 13