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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.17M
3
+$6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.36M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.34M

Top Sells

1
+$12.8M
2
+$10.1M
3
+$5.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.8M
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$4.74M

Sector Composition

1 Technology 16.5%
2 Financials 10.48%
3 Consumer Discretionary 6.49%
4 Industrials 5.6%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$264K 0.04%
+11,429
377
$263K 0.04%
+6,982
378
$263K 0.04%
+709
379
$262K 0.04%
2,225
+12
380
$260K 0.04%
+1,159
381
$260K 0.04%
+4,360
382
$257K 0.04%
6,265
-1,769
383
$255K 0.04%
1,505
+167
384
$255K 0.04%
1,231
-1
385
$253K 0.04%
+600
386
$253K 0.04%
+6,209
387
$253K 0.04%
5,560
388
$252K 0.04%
1,058
+34
389
$252K 0.04%
+6,447
390
$250K 0.04%
6,824
-487
391
$249K 0.04%
+951
392
$249K 0.04%
2,429
-23
393
$248K 0.04%
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394
$246K 0.04%
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395
$245K 0.04%
707
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396
$243K 0.04%
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397
$243K 0.04%
9,817
-210
398
$242K 0.04%
4,411
-658
399
$242K 0.04%
+1,837
400
$242K 0.04%
2,592
+343
14 15
16
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