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 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
201
$16K 0.01%
500
202
$15.4K 0.01%
+124
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$15.4K 0.01%
+74
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$14.9K 0.01%
61
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+1
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$14.1K 0.01%
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$14K 0.01%
154
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$13.7K 0.01%
225
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$13.6K 0.01%
335
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$13.5K 0.01%
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$13.4K 0.01%
+50
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$13.4K 0.01%
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+120
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$13K 0.01%
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$12.9K 0.01%
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$12.8K 0.01%
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$12.6K 0.01%
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$12.3K 0.01%
70
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$12.1K 0.01%
300
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$11.8K 0.01%
222
+2
224
$11.8K 0.01%
57
225
$11.6K 0.01%
340