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
526
$37.7K 0.01%
+639
527
$37.5K 0.01%
+243
528
$37.3K 0.01%
+336
529
$37K 0.01%
+563
530
$36.9K 0.01%
+768
531
$36.7K 0.01%
+500
532
$36.7K 0.01%
+336
533
$36.5K 0.01%
+718
534
$35.7K 0.01%
+234
535
$35.3K 0.01%
+538
536
$35.2K 0.01%
+121
537
$34.9K 0.01%
+225
538
$34.8K 0.01%
+108
539
$34.7K 0.01%
+137
540
$34.4K 0.01%
+1,583
541
$34.1K 0.01%
+273
542
$34K 0.01%
+186
543
$33.9K 0.01%
+72
544
$33.9K 0.01%
+1,868
545
$33.9K 0.01%
+1,524
546
$33.8K 0.01%
+146
547
$33.4K 0.01%
+938
548
$33.3K 0.01%
+606
549
$32.6K 0.01%
+1,736
550
$32.6K 0.01%
+612
20 21
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