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
551
$32.5K 0.01%
+1,260
552
$32.2K 0.01%
+865
553
$31.8K 0.01%
+3,850
554
$31.4K 0.01%
+88
555
$31.4K 0.01%
+4,076
556
$31.4K 0.01%
+620
557
$31.2K 0.01%
+2,000
558
$31K 0.01%
+477
559
$30.9K 0.01%
+600
560
$30.7K 0.01%
+273
561
$30.6K 0.01%
+230
562
$30.5K 0.01%
+203
563
$30.5K 0.01%
+2,544
564
$30.3K 0.01%
+980
565
$30.3K 0.01%
+217
566
$30.2K 0.01%
+1,000
567
$30.1K 0.01%
+722
568
$30.1K 0.01%
+420
569
$30.1K 0.01%
+509
570
$30K 0.01%
+475
571
$29.8K 0.01%
+1,000
572
$29.5K 0.01%
+2,748
573
$29.2K 0.01%
+98
574
$29.1K 0.01%
+1,200
575
$29.1K 0.01%
+491
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