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
101
$81.4K 0.07%
86
102
$81.3K 0.07%
1,030
103
$80.1K 0.07%
753
+25
104
$79.6K 0.07%
2,616
+5
105
$78.9K 0.07%
1,254
106
$74.9K 0.06%
2,930
+249
107
$72.1K 0.06%
625
108
$66.9K 0.06%
800
109
$66.8K 0.06%
403
110
$66K 0.06%
900
111
$65.9K 0.06%
850
112
$64.9K 0.05%
1,055
113
$64.4K 0.05%
688
114
$60.7K 0.05%
1,004
115
$58.9K 0.05%
630
116
$57.5K 0.05%
1,345
-100
117
$56.6K 0.05%
569
+53
118
$54.7K 0.05%
808
+1
119
$53.2K 0.04%
+188
120
$52.3K 0.04%
+122
121
$51K 0.04%
+83
122
$50.2K 0.04%
137
123
$49.1K 0.04%
900
124
$48.4K 0.04%
134
-45
125
$48.4K 0.04%
407
-104
3 4
5
6 7