AWM
Accurate Wealth Management Portfolio holdings
AUM
$831M
1-Year Est. Return
22.2%
This Fund
S&P 500
1 Year Est. Return
+22.2%
AUM
$831M
AUM Growth
+$42.9M
(+5.4%)
Holding
579
Top Buys
| 1 | +$25M | |
| 2 | +$10.5M | |
| 3 | +$7.8M | |
| 4 |
HDV
iShares Core High Dividend ETF
HDV
|
+$6.26M |
| 5 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$3.93M |
Top Sells
| 1 | +$13.3M | |
| 2 | +$9.14M | |
| 3 | +$8.63M | |
| 4 |
iShares US Pharmaceuticals ETF
IHE
|
+$6.37M |
| 5 |
ImmunityBio
IBRX
|
+$3.35M |
Sector Composition
| 1 | Technology | 18.36% |
| 2 | Financials | 8.18% |
| 3 | Consumer Discretionary | 6.19% |
| 4 | Industrials | 5.51% |
| 5 | Healthcare | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$619M
| – | – |
-6,296
|
|
||
577
Zscaler
ZS
$25B
| – | – |
-1,761
|
|
||
578
Reddit
RDDT
$34.4B
| – | – |
-6,032
|
|
||
579
Gartner
IT
$12B
| – | – |
-1,288
|
|