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
326
$2.17K ﹤0.01%
+50
327
$2.06K ﹤0.01%
+100
328
$1.93K ﹤0.01%
+400
329
$1.91K ﹤0.01%
+181
330
$1.91K ﹤0.01%
+20
331
$1.83K ﹤0.01%
+50
332
$1.82K ﹤0.01%
+35
333
$1.78K ﹤0.01%
+29
334
$1.7K ﹤0.01%
+5
335
$1.59K ﹤0.01%
+42
336
$1.57K ﹤0.01%
+11
337
$1.45K ﹤0.01%
+24
338
$1.35K ﹤0.01%
+8
339
$793 ﹤0.01%
+10
340
$774 ﹤0.01%
+43
341
$683 ﹤0.01%
+210
342
$654 ﹤0.01%
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343
$409 ﹤0.01%
+25
344
$349 ﹤0.01%
+40
345
$340 ﹤0.01%
+4
346
$326 ﹤0.01%
+8
347
$274 ﹤0.01%
+12
348
$206 ﹤0.01%
+35
349
$205 ﹤0.01%
+3
350
$202 ﹤0.01%
+2
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