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
301
$4.39K ﹤0.01%
+27
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$4.33K ﹤0.01%
+200
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+100
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+50
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+201
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+50
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+500
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+500
321
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+7
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$2.28K ﹤0.01%
+150
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$2.24K ﹤0.01%
+56