AWM
Accurate Wealth Management Portfolio holdings
AUM
$654M
1-Year Est. Return
20.1%
1 Year Est. Return
+20.1%
AUM
$654M
AUM Growth
+$130M
(+25%)
Holding
461
Top Buys
| 1 | +$15M | |
| 2 | +$7.17M | |
| 3 | +$6M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$5.36M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$5.34M |
Top Sells
| 1 | +$12.8M | |
| 2 | +$10.1M | |
| 3 | +$5.06M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$4.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| – | – |
-137,273
|
|
||
|
452
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-58,283
|
|
||
453
Sysco
SYY
$38.2B
| – | – |
-33,953
|
|
||
454
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$168M
| – | – |
-7,443
|
|
||
455
Unum
UNM
$12.9B
| – | – |
-2,731
|
|
||
456
Innovator US Equity Ultra Buffer ETF October
UOCT
$139M
| – | – |
-6,070
|
|
||
|
457
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$153M
| – | – |
-179,419
|
|
||
458
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
| – | – |
-3,941
|
|
||
459
Lamb Weston
LW
$9.06B
| – | – |
-3,660
|
|
||
460
NorthWestern Energy
NWE
$3.64B
| – | – |
-3,875
|
|
||
461
Okta
OKTA
$15.4B
| – | – |
-8,571
|
|