AWM
Accurate Wealth Management Portfolio holdings
AUM
$751M
1-Year Est. Return
21.38%
1 Year Est. Return
+21.38%
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
Okta
OKTA
$15.8B
| – | – |
-8,571
|
|
||
452
NorthWestern Energy
NWE
$3.75B
| – | – |
-3,875
|
|
||
453
Lamb Weston
LW
$9.01B
| – | – |
-3,660
|
|
||
454
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
| – | – |
-137,273
|
|
||
455
FNB Corp
FNB
$5.55B
| – | – |
-19,227
|
|
||
456
Factset
FDS
$11.1B
| – | – |
-6,020
|
|
||
457
Entergy
ETR
$42.7B
| – | – |
-34,045
|
|
||
458
Eastman Chemical
EMN
$7.14B
| – | – |
-3,591
|
|
||
459
Dow Inc
DOW
$15.4B
| – | – |
-10,240
|
|
||
460
Vanguard Short-Term Bond ETF
BSV
$39B
| – | – |
-3,709
|
|
||
461
JPMorgan BetaBuilders Japan ETF
BBJP
$14.5B
| – | – |
-5,188
|
|