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
276
$6.63K 0.01%
+30
277
$6.54K 0.01%
+127
278
$6.54K 0.01%
+35
279
$6.53K 0.01%
+195
280
$6.5K 0.01%
+125
281
$6.26K 0.01%
+550
282
$6.24K 0.01%
+225
283
$6.05K 0.01%
+25
284
$6.03K 0.01%
+100
285
$5.95K 0.01%
+102
286
$5.8K 0.01%
+353
287
$5.7K 0.01%
+50
288
$5.65K ﹤0.01%
+52
289
$5.64K ﹤0.01%
+25
290
$5.16K ﹤0.01%
+1,348
291
$5.07K ﹤0.01%
+126
292
$4.97K ﹤0.01%
+94
293
$4.92K ﹤0.01%
+20
294
$4.92K ﹤0.01%
+200
295
$4.86K ﹤0.01%
+22
296
$4.64K ﹤0.01%
+175
297
$4.61K ﹤0.01%
+16
298
$4.58K ﹤0.01%
+19
299
$4.51K ﹤0.01%
+75
300
$4.41K ﹤0.01%
+100
10 11
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