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
676
$20.8K 0.01%
+289
677
$20.8K 0.01%
+420
678
$20.7K 0.01%
+650
679
$20.6K 0.01%
+236
680
$20.5K 0.01%
+1,500
681
$20.5K 0.01%
+608
682
$20.2K 0.01%
+260
683
$20.2K 0.01%
+1,100
684
$20K 0.01%
+9
685
$19.8K 0.01%
+2,000
686
$19.7K 0.01%
+180
687
$19.6K 0.01%
+905
688
$19.6K 0.01%
+107
689
$19.6K 0.01%
+389
690
$19.5K 0.01%
+140
691
$19.4K 0.01%
+175
692
$19.4K 0.01%
+168
693
$19.4K 0.01%
+114
694
$19.3K 0.01%
+340
695
$19.3K 0.01%
+435
696
$19.2K 0.01%
+575
697
$19.1K 0.01%
+46
698
$18.9K 0.01%
+114
699
$18.9K 0.01%
+134
700
$18.7K 0.01%
+375