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
151
$31.7K 0.03%
700
+500
152
$31.4K 0.03%
389
153
$31.3K 0.03%
+100
154
$31.3K 0.03%
591
155
$30.4K 0.03%
650
-990
156
$30.2K 0.03%
123
157
$29.9K 0.03%
265
158
$29K 0.02%
1,100
159
$28.7K 0.02%
179
-85
160
$28.1K 0.02%
+443
161
$27.8K 0.02%
450
162
$27.3K 0.02%
750
163
$26.5K 0.02%
900
164
$24.8K 0.02%
300
165
$24.3K 0.02%
400
166
$24.3K 0.02%
+310
167
$23.5K 0.02%
1,002
168
$23.4K 0.02%
63
169
$23K 0.02%
45
170
$22.2K 0.02%
100
+39
171
$22K 0.02%
368
+1
172
$21.5K 0.02%
150
173
$21.5K 0.02%
80
174
$21.4K 0.02%
547
175
$21.4K 0.02%
70
+63
5 6
7
8 9