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
476
$46.4K 0.02%
+504
477
$45.9K 0.02%
+362
478
$45.9K 0.02%
+1,322
479
$45.5K 0.02%
+285
480
$44.8K 0.02%
+1,305
481
$44.4K 0.02%
+478
482
$44.1K 0.02%
+1,100
483
$44K 0.02%
+656
484
$43.7K 0.02%
+663
485
$43.7K 0.02%
+388
486
$43.5K 0.02%
+1,601
487
$43.2K 0.02%
+1,060
488
$43.1K 0.02%
+7,150
489
$42.8K 0.02%
+903
490
$42.7K 0.02%
+1,010
491
$42.5K 0.02%
+493
492
$42.5K 0.02%
+87
493
$42.5K 0.02%
+624
494
$42.3K 0.02%
+1,029
495
$41.9K 0.02%
+555
496
$41.6K 0.02%
+134
497
$41.3K 0.02%
+590
498
$41.1K 0.02%
+299
499
$41K 0.02%
+70
500
$40.9K 0.02%
+1,455
18 19
20
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