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
701
$18.6K 0.01%
+141
702
$18.6K 0.01%
+375
703
$18.5K 0.01%
+211
704
$18.5K 0.01%
+133
705
$18.5K 0.01%
+831
706
$18.4K 0.01%
+148
707
$18.3K 0.01%
+664
708
$18.2K 0.01%
+413
709
$18.1K 0.01%
1,337
+408
710
$18.1K 0.01%
+304
711
$18.1K 0.01%
+150
712
$18K 0.01%
+392
713
$17.9K 0.01%
+1,331
714
$17.9K 0.01%
+451
715
$17.9K 0.01%
+298
716
$17.9K 0.01%
+1,000
717
$17.9K 0.01%
+878
718
$17.8K 0.01%
+221
719
$17.7K 0.01%
+515
720
$17.7K 0.01%
+274
721
$17.5K 0.01%
+208
722
$17.4K 0.01%
+140
723
$17.4K 0.01%
+415
724
$17.4K 0.01%
+196
725
$17.4K 0.01%
+177