AWM
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Accurate Wealth Management’s Clear Secure YOU Stock Holding History

Accurate Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.08M Buy
37,179
+4,220
+13% +$123K 0.17% 139
2025
Q1 		$891K Buy
+32,959
New +$891K 0.17% 125