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
401
$242K 0.04%
+3,882
402
$238K 0.04%
+1,769
403
$236K 0.04%
4,679
+64
404
$233K 0.04%
+1,611
405
$233K 0.04%
7,205
+266
406
$231K 0.04%
+5,829
407
$230K 0.04%
1,240
-50
408
$226K 0.03%
+6,336
409
$225K 0.03%
+7,259
410
$224K 0.03%
+6,725
411
$224K 0.03%
3,276
-290
412
$224K 0.03%
1,299
-2
413
$223K 0.03%
1,896
-4,844
414
$222K 0.03%
+5,257
415
$221K 0.03%
3,391
+49
416
$220K 0.03%
378
-41
417
$220K 0.03%
+6,059
418
$215K 0.03%
20,406
-444
419
$214K 0.03%
+1,578
420
$214K 0.03%
3,272
-374
421
$213K 0.03%
11,512
-4,010
422
$211K 0.03%
+529
423
$211K 0.03%
4,013
-507
424
$210K 0.03%
21,689
-1,439
425
$208K 0.03%
+5,464
15 16
17
18 19