AWM
Accredited Wealth Management Portfolio holdings
AUM $118M
AUM
$118M
AUM Growth
+$4.12M (+4%)
Cap. Flow
+$28M
Cap. Flow % of AUM
23.61%
Top 10 Holdings %Top 10 Hldgs %
60.29%
Holding
422
New
65
Increased
73
Reduced
58
Closed
62
Top Buys
| 1 | $862K | |
| 2 | $702K | |
| 3 | $469K | |
| 4 | $440K | |
| 5 | $387K |
Top Sells
| 1 | $168K | |
| 2 | $129K | |
| 3 | $124K | |
| 4 | $71.2K | |
| 5 | $62.5K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.73K | 0% | 130 | – | – | |||
| $4.72K | 0% | 1,000 | New | +$4.72K | |||
| $4.52K | 0% | 129 | New | +$4.52K | |||
| $4.46K | 0% | 75 | – | – | |||
| $4.3K | 0% | 20 | – | – | |||
| $4.13K | 0% | 139 | New | +$4.13K | |||
| $4.06K | 0% | 50 | New | +$4.06K | |||
| $4.04K | 0% | 22 | – | – | |||
| $4.02K | 0% | 27 | – | – | |||
| $3.98K | 0% | 100 | – | – | |||
| $3.7K | 0% | 32 | – | – | |||
| $3.65K | 0% | 94 | – | – | |||
| $3.45K | 0% | 1,000 | New | +$3.45K | |||
| $3.44K | 0% | 71 | New | +$3.44K | |||
| $3.4K | 0% | 100 | – | – | |||
| $3.34K | 0% | 40 -53 | -57% | -$4.43K | |||
| $3.19K | 0% | 75 | – | – | |||
| $3.05K | 0% | 500 | New | +$3.05K | |||
| $2.99K | 0% | 6 | – | – | |||
| $2.98K | 0% | 50 | – | – | |||
| $2.91K | 0% | 6 | – | – | |||
| $2.66K | 0% | 85 | – | – | |||
| $2.42K | 0% | 50 | – | – | |||
| $2.33K | 0% | 30 | – | – | |||
| $2.31K | 0% | 50 | – | – |
