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
451
$51.2K 0.02%
+225
452
$50.9K 0.02%
+173
453
$50.9K 0.02%
+1,202
454
$49.9K 0.02%
+3,040
455
$49.8K 0.02%
+3,446
456
$49.7K 0.02%
+921
457
$49.5K 0.02%
+337
458
$49.1K 0.02%
+274
459
$49.1K 0.02%
+4,444
460
$48.9K 0.02%
+3,600
461
$48.5K 0.02%
+966
462
$48K 0.02%
+334
463
$47.9K 0.02%
+1,064
464
$47.8K 0.02%
+2,125
465
$47.7K 0.02%
+1,702
466
$47.6K 0.02%
+974
467
$47.6K 0.02%
+880
468
$47.4K 0.02%
+965
469
$46.9K 0.02%
+1,465
470
$46.8K 0.02%
+966
471
$46.7K 0.02%
+3,072
472
$46.5K 0.02%
+2,504
473
$46.5K 0.02%
+928
474
$46.5K 0.02%
+157
475
$46.5K 0.02%
+2,150
17 18
19
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