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
$272M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,590
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$6.63M
3
+$3.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.52M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.04M

Top Sells

1
+$3.99M
2
+$3.73M
3
+$3.63M
4
KO icon
Coca-Cola
KO
+$3.32M
5
HON icon
Honeywell
HON
+$3.28M

Sector Composition

1 Financials 10.78%
2 Technology 10.67%
3 Healthcare 7.89%
4 Industrials 5.64%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$70.8K 0.03%
+1,385
377
$70.3K 0.03%
+2,466
378
$70.3K 0.03%
+1,378
379
$70.3K 0.03%
+2,319
380
$70.1K 0.03%
+2,340
381
$70K 0.03%
+526
382
$69K 0.03%
+361
383
$68.8K 0.03%
+1,393
384
$68.7K 0.03%
+12,357
385
$68.5K 0.03%
+509
386
$68.4K 0.03%
+1,614
387
$67.8K 0.03%
+2,253
388
$67.2K 0.02%
679
-7,944
389
$66.3K 0.02%
+1,320
390
$66.3K 0.02%
+789
391
$66K 0.02%
+2,167
392
$65.5K 0.02%
3,192
-8,472
393
$65.2K 0.02%
+366
394
$65K 0.02%
+678
395
$65K 0.02%
+502
396
$64.7K 0.02%
+456
397
$64.3K 0.02%
741
-1,693
398
$64.2K 0.02%
+1,327
399
$64.2K 0.02%
+716
400
$63.8K 0.02%
+5,152
14 15
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