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
$240M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$5M
3
+$3.45M
4
KO icon
Coca-Cola
KO
+$3.13M
5
BSX icon
Boston Scientific
BSX
+$3.11M

Top Sells

1
+$18.5M
2
+$2.74M
3
+$2.56M
4
AMZN icon
Amazon
AMZN
+$2.18M
5
WM icon
Waste Management
WM
+$1.69M

Sector Composition

1 Healthcare 11.67%
2 Financials 10.7%
3 Technology 9.71%
4 Consumer Discretionary 7.63%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 1.1%
+46,109
27
$2.58M 1.08%
+19,546
28
$2.54M 1.06%
25,153
+17,433
29
$2.5M 1.04%
+21,704
30
$2.49M 1.04%
45,393
+20,763
31
$2.11M 0.88%
54,306
+26,482
32
$2.07M 0.86%
8,332
+3,808
33
$1.95M 0.81%
39,637
+19,694
34
$1.87M 0.78%
71,166
+71
35
$1.83M 0.76%
6,567
+377
36
$1.72M 0.72%
4,558
-107
37
$1.66M 0.69%
10,764
-1,323
38
$1.55M 0.65%
17,440
+5,263
39
$1.53M 0.64%
9,594
+3,075
40
$1.42M 0.59%
+8,808
41
$1.41M 0.59%
3,299
+139
42
$1.4M 0.58%
4,968
+970
43
$1.36M 0.57%
8,551
+757
44
$1.34M 0.56%
8,925
+1,126
45
$1.26M 0.53%
+9,853
46
$1.19M 0.49%
12,425
+10,042
47
$1.13M 0.47%
9,939
-19,108
48
$1.13M 0.47%
4,313
+525
49
$1.1M 0.46%
11,970
+6,830
50
$1.08M 0.45%
5,282
+1,880
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