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 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
626
$24.2K 0.01%
+1,004
627
$24.2K 0.01%
+1,177
628
$24K 0.01%
+97
629
$24K 0.01%
+401
630
$23.9K 0.01%
+243
631
$23.9K 0.01%
+203
632
$23.9K 0.01%
+204
633
$23.8K 0.01%
+304
634
$23.8K 0.01%
+225
635
$23.5K 0.01%
+913
636
$23.4K 0.01%
+75
637
$23.4K 0.01%
+89
638
$23.1K 0.01%
+477
639
$23K 0.01%
+77
640
$23K 0.01%
+123
641
$22.9K 0.01%
+277
642
$22.7K 0.01%
+1,054
643
$22.7K 0.01%
+240
644
$22.6K 0.01%
+474
645
$22.6K 0.01%
+2,973
646
$22.5K 0.01%
+555
647
$22.5K 0.01%
+1,365
648
$22.4K 0.01%
+723
649
$22.3K 0.01%
+2,591
650
$22.3K 0.01%
+152