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
426
$57.1K 0.02%
+1,146
427
$57K 0.02%
+1,774
428
$56.3K 0.02%
+1,059
429
$55.9K 0.02%
+1,806
430
$55.5K 0.02%
+500
431
$55.3K 0.02%
+2,075
432
$54.9K 0.02%
+114
433
$54.7K 0.02%
+4,358
434
$54.4K 0.02%
+714
435
$54.3K 0.02%
+1,468
436
$54.3K 0.02%
+631
437
$54.2K 0.02%
+1,000
438
$54K 0.02%
+1,110
439
$53.8K 0.02%
+1,622
440
$53.4K 0.02%
617
-4,489
441
$53.4K 0.02%
+140
442
$53.4K 0.02%
+480
443
$53.1K 0.02%
+542
444
$53.1K 0.02%
2,124
-7,848
445
$53K 0.02%
+510
446
$51.9K 0.02%
+270
447
$51.7K 0.02%
+1,917
448
$51.7K 0.02%
+749
449
$51.7K 0.02%
+1,709
450
$51.7K 0.02%
+1,238
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