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
176
$26.8K 0.02%
+80
177
$26.7K 0.02%
+910
178
$25.9K 0.02%
+1,002
179
$25.9K 0.02%
+63
180
$25.3K 0.02%
+215
181
$24.7K 0.02%
+67
182
$24.6K 0.02%
+300
183
$24.2K 0.02%
+400
184
$24.2K 0.02%
+200
185
$24.1K 0.02%
+250
186
$23.6K 0.02%
+235
187
$23.4K 0.02%
+1,175
188
$23.4K 0.02%
+367
189
$23.2K 0.02%
+583
190
$22.8K 0.02%
+300
191
$22.2K 0.02%
+50
192
$21.8K 0.02%
+38
193
$21.2K 0.02%
+250
194
$21.1K 0.02%
+45
195
$21.1K 0.02%
+350
196
$20.4K 0.02%
+90
197
$20.1K 0.02%
+205
198
$19.8K 0.02%
+1,000
199
$19.8K 0.02%
+150
200
$19.5K 0.02%
+400