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
176
$20.8K 0.02%
38
177
$20.7K 0.02%
+149
178
$20.5K 0.02%
+200
179
$19.6K 0.02%
+93
180
$19.5K 0.02%
250
181
$19.4K 0.02%
+557
182
$19.2K 0.02%
166
-100
183
$19.2K 0.02%
50
184
$19.2K 0.02%
300
185
$18.8K 0.02%
400
186
$18.7K 0.02%
500
-357
187
$18.4K 0.02%
205
188
$18.2K 0.02%
+30
189
$18.2K 0.02%
250
-100
190
$18K 0.02%
+13
191
$17.9K 0.02%
+316
192
$17.9K 0.02%
+53
193
$17.6K 0.01%
72
194
$17.4K 0.01%
245
195
$16.8K 0.01%
775
-400
196
$16.7K 0.01%
+100
197
$16.7K 0.01%
578
198
$16.6K 0.01%
140
199
$16.6K 0.01%
219
200
$16.2K 0.01%
+140
6 7
8
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