AWM

Accurate Wealth Management Portfolio holdings

AUM $751M
1-Year Est. Return 21.38%
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$5.9M
3
+$5.74M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.86M
5
CTAS icon
Cintas
CTAS
+$3.08M

Top Sells

1
+$27.8M
2
+$6.08M
3
+$6.06M
4
HIG icon
Hartford Financial Services
HIG
+$3.74M
5
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$3.57M

Sector Composition

1 Technology 15.69%
2 Financials 11.66%
3 Consumer Discretionary 8.79%
4 Healthcare 5.96%
5 Industrials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$270K 0.05%
+3,277
302
$268K 0.05%
3,760
-144
303
$268K 0.05%
+9,265
304
$267K 0.05%
3,256
-31
305
$263K 0.05%
2,305
-45
306
$258K 0.05%
+14,746
307
$255K 0.05%
1,172
308
$254K 0.05%
3,435
-992
309
$254K 0.05%
9,243
310
$253K 0.05%
1,400
-62
311
$252K 0.05%
+12,426
312
$252K 0.05%
+1,266
313
$252K 0.05%
+12,342
314
$252K 0.05%
+2,138
315
$251K 0.05%
16,124
-276
316
$250K 0.05%
487
-277
317
$250K 0.05%
18,118
318
$249K 0.05%
4,175
+277
319
$248K 0.05%
2,611
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320
$248K 0.05%
+7,374
321
$245K 0.05%
3,411
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322
$245K 0.05%
6,627
-766
323
$244K 0.05%
2,413
324
$244K 0.05%
10,919
+122
325
$243K 0.05%
475
-6
11 12
13
14 15