AWM

Accurate Wealth Management Portfolio holdings

AUM $788M
1-Year Est. Return 20.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.22M
3
+$2.74M
4
MNST icon
Monster Beverage
MNST
+$2.71M
5
PEP icon
PepsiCo
PEP
+$2.59M

Top Sells

1
+$8.21M
2
+$4.64M
3
+$2.83M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.24M
5
INCY icon
Incyte
INCY
+$1.83M

Sector Composition

1 Technology 12.58%
2 Financials 12.2%
3 Consumer Discretionary 9.47%
4 Healthcare 6.75%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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282
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