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
126
$47.2K 0.04%
1,668
-162
127
$45.8K 0.04%
768
+2
128
$45.7K 0.04%
210
+135
129
$45.1K 0.04%
251
130
$44.8K 0.04%
2,031
131
$44.2K 0.04%
335
132
$43K 0.04%
329
+254
133
$42.6K 0.04%
165
134
$42.5K 0.04%
1,381
+236
135
$41.5K 0.04%
+435
136
$39.8K 0.03%
50
137
$39.2K 0.03%
576
138
$38.8K 0.03%
343
139
$37.9K 0.03%
1,670
-1,025
140
$37K 0.03%
449
+2
141
$36.7K 0.03%
900
142
$35.9K 0.03%
175
143
$35.9K 0.03%
+390
144
$35.1K 0.03%
375
145
$34.7K 0.03%
225
146
$34.5K 0.03%
+271
147
$33.3K 0.03%
+193
148
$33.3K 0.03%
+237
149
$32.8K 0.03%
197
+42
150
$32K 0.03%
151
4 5
6
7 8