AWM
Accredited Wealth Management Portfolio holdings
AUM
$123M
This Quarter Return
+6.45%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$4.99M
(+4.2%)
Cap. Flow
-$421K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
52.12%
Holding
405
New
46
Increased
53
Reduced
88
Closed
32
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$13.9M |
| 2 |
Avantis International Equity ETF
AVDE
|
$2.77M |
| 3 |
Apple
AAPL
|
$1.7M |
| 4 |
Bank of America
BAC
|
$1.07M |
| 5 |
Automatic Data Processing
ADP
|
$937K |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$705K |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$527K |
| 3 |
iShares Gold Trust
IAU
|
$456K |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$277K |
| 5 |
Eli Lilly
LLY
|
$214K |
Sector Composition
| 1 | Technology | 5.86% |
| 2 | Healthcare | 3.58% |
| 3 | Financials | 3.19% |
| 4 | Consumer Staples | 2.62% |
| 5 | Industrials | 2.5% |
