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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$7.42M
3
+$6.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.74M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.23%
2 Consumer Discretionary 7.99%
3 Financials 7.87%
4 Industrials 5.76%
5 Communication Services 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.48%
+2,499
52
$524K 0.46%
+13,374
53
$514K 0.45%
+1,764
54
$506K 0.44%
+1,764
55
$505K 0.44%
+4,826
56
$499K 0.44%
+1,367
57
$494K 0.43%
+5,007
58
$489K 0.43%
+8,084
59
$478K 0.42%
+1,116
60
$472K 0.41%
+3,306
61
$468K 0.41%
+2,149
62
$467K 0.41%
+2,023
63
$463K 0.41%
+1,313
64
$451K 0.4%
+3,090
65
$449K 0.39%
+6,723
66
$443K 0.39%
+2,129
67
$438K 0.39%
+3,123
68
$437K 0.38%
+3,580
69
$427K 0.38%
+7,489
70
$425K 0.37%
+3,032
71
$425K 0.37%
+7,573
72
$416K 0.37%
+1,798
73
$408K 0.36%
+1,703
74
$394K 0.35%
+2,977
75
$383K 0.34%
+6,284
1 2
3
4 5