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
201
$18.8K 0.02%
+80
202
$18.8K 0.02%
+547
203
$18.3K 0.02%
+72
204
$17.7K 0.02%
+250
205
$17.4K 0.02%
+25
206
$17.3K 0.02%
+245
207
$17.2K 0.02%
+500
208
$17.1K 0.02%
+506
209
$16.4K 0.01%
+200
210
$15.7K 0.01%
+154
211
$15.6K 0.01%
+52
212
$15.5K 0.01%
+61
213
$15.4K 0.01%
+140
214
$15.4K 0.01%
+219
215
$14.8K 0.01%
+578
216
$14.7K 0.01%
+61
217
$14.5K 0.01%
+300
218
$14.1K 0.01%
+35
219
$14.1K 0.01%
+101
220
$13.9K 0.01%
+75
221
$13.8K 0.01%
+1,695
222
$13.5K 0.01%
+70
223
$13.4K 0.01%
+15
224
$13.3K 0.01%
+261
225
$13.3K 0.01%
+57