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
401
$63.8K 0.02%
+1,184
402
$63.6K 0.02%
+1,715
403
$63.4K 0.02%
+838
404
$63.4K 0.02%
+1,788
405
$63.2K 0.02%
+2,000
406
$63K 0.02%
+142
407
$62.5K 0.02%
+933
408
$62.1K 0.02%
577
-2,671
409
$61.6K 0.02%
+246
410
$61.3K 0.02%
+342
411
$61.3K 0.02%
+1,304
412
$61.2K 0.02%
+160
413
$61.2K 0.02%
+909
414
$60.8K 0.02%
+289
415
$60.5K 0.02%
2,517
-7,409
416
$60.3K 0.02%
+2,494
417
$60.1K 0.02%
+833
418
$60.1K 0.02%
+1,008
419
$58.7K 0.02%
+1,280
420
$58.3K 0.02%
+189
421
$58.1K 0.02%
+705
422
$58.1K 0.02%
+455
423
$57.8K 0.02%
+2,008
424
$57.3K 0.02%
+479
425
$57.2K 0.02%
+892
15 16
17
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