AWM
Accurate Wealth Management Portfolio holdings
AUM
$654M
1-Year Est. Return
20.1%
1 Year Est. Return
+20.1%
AUM
$524M
AUM Growth
+$2.79M
(+0.54%)
Holding
427
Top Buys
| 1 | +$12.5M | |
| 2 | +$10.8M | |
| 3 | +$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
| 1 | +$7.98M | |
| 2 | +$7.44M | |
| 3 | +$7.36M | |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$6.19M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$5.89M |
Sector Composition
| 1 | Technology | 13.97% |
| 2 | Financials | 11.15% |
| 3 | Consumer Discretionary | 6.88% |
| 4 | Healthcare | 6.27% |
| 5 | Consumer Staples | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Cboe Global Markets
CBOE
$25.1B
| – | – |
-14,303
|
|
||
427
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.81B
| – | – |
-6,929
|
|