AWM
Accurate Wealth Management Portfolio holdings
AUM
$654M
1-Year Return
20.1%
This Quarter Return
-0.37%
1 Year Return
+20.1%
3 Year Return
+78.34%
5 Year Return
–
10 Year Return
–
AUM
$524M
AUM Growth
+$2.79M
(+0.54%)
Cap. Flow
+$29.5M
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
27.63%
Holding
427
New
51
Increased
176
Reduced
135
Closed
53
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$12.5M |
| 2 |
SPDR Gold Trust
GLD
|
$10.8M |
| 3 |
Procter & Gamble
PG
|
$8.97M |
| 4 |
Global X 1-3 Month T-Bill ETF
CLIP
|
$8.54M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.8M |
Top Sells
Sector Composition
| 1 | Technology | 13.97% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 6.88% |
| 4 | Healthcare | 6.27% |
| 5 | Consumer Staples | 6.1% |
