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
276
$6.7K 0.01%
42
+1
277
$6.58K 0.01%
210
278
$6.42K 0.01%
76
-24
279
$6.34K 0.01%
195
280
$6.28K 0.01%
550
281
$6.17K 0.01%
50
282
$6.14K 0.01%
102
283
$6.12K 0.01%
+1,000
284
$6K 0.01%
225
285
$5.99K 0.01%
30
286
$5.97K 0.01%
+100
287
$5.85K ﹤0.01%
50
288
$5.77K ﹤0.01%
1,000
-695
289
$5.71K ﹤0.01%
120
290
$5.67K ﹤0.01%
200
-50
291
$5.6K ﹤0.01%
+25
292
$5.54K ﹤0.01%
159
+103
293
$5.53K ﹤0.01%
15
-10
294
$5.35K ﹤0.01%
353
295
$5.1K ﹤0.01%
+200
296
$5.07K ﹤0.01%
52
297
$5.02K ﹤0.01%
100
298
$4.98K ﹤0.01%
100
-200
299
$4.95K ﹤0.01%
75
+25
300
$4.87K ﹤0.01%
25
10 11
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