AWM
Accurate Wealth Management Portfolio holdings
AUM
$654M
1-Year Return
20.1%
This Quarter Return
+3.55%
1 Year Return
+20.1%
3 Year Return
+78.34%
5 Year Return
–
10 Year Return
–
AUM
$417M
AUM Growth
+$74.6M
(+22%)
Cap. Flow
+$46.3M
Cap. Flow
% of AUM
11.1%
Top 10 Holdings %
Top 10 Hldgs %
25.98%
Holding
340
New
52
Increased
165
Reduced
91
Closed
14
Top Buys
Top Sells
| 1 |
iShares US Pharmaceuticals ETF
IHE
|
$7.36M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$6.21M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$5.97M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$5.79M |
| 5 |
WZRD
Opportunistic Trader ETF
WZRD
|
$4.89M |
Sector Composition
| 1 | Technology | 16.15% |
| 2 | Financials | 12.16% |
| 3 | Consumer Discretionary | 9.06% |
| 4 | Healthcare | 7.62% |
| 5 | Industrials | 5.88% |
