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
251
$8.73K 0.01%
940
252
$8.7K 0.01%
100
253
$8.64K 0.01%
50
254
$8.59K 0.01%
152
+2
255
$8.52K 0.01%
47
256
$8.32K 0.01%
170
257
$8.25K 0.01%
+228
258
$8.14K 0.01%
+14
259
$8.03K 0.01%
100
-100
260
$7.85K 0.01%
80
-407
261
$7.83K 0.01%
286
262
$7.78K 0.01%
128
+1
263
$7.78K 0.01%
+79
264
$7.66K 0.01%
+250
265
$7.65K 0.01%
+16
266
$7.52K 0.01%
185
-3,160
267
$7.42K 0.01%
+250
268
$7.29K 0.01%
+456
269
$7.14K 0.01%
+17
270
$7.09K 0.01%
+154
271
$7.08K 0.01%
300
272
$6.94K 0.01%
+78
273
$6.86K 0.01%
203
-303
274
$6.8K 0.01%
175
275
$6.75K 0.01%
250
+50
9 10
11
12 13