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
$240M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$5M
3
+$3.45M
4
KO icon
Coca-Cola
KO
+$3.13M
5
BSX icon
Boston Scientific
BSX
+$3.11M

Top Sells

1
+$18.5M
2
+$2.74M
3
+$2.56M
4
AMZN icon
Amazon
AMZN
+$2.18M
5
WM icon
Waste Management
WM
+$1.69M

Sector Composition

1 Healthcare 11.67%
2 Financials 10.7%
3 Technology 9.71%
4 Consumer Discretionary 7.63%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.44%
3,960
+896
52
$1.05M 0.44%
28,153
+7,158
53
$1.04M 0.43%
24,552
-30,254
54
$1.02M 0.43%
18,371
+3,233
55
$1.02M 0.42%
58,796
+18,100
56
$941K 0.39%
14,787
-6,066
57
$912K 0.38%
2,750
+1,583
58
$906K 0.38%
1,739
+566
59
$872K 0.36%
3,551
+430
60
$869K 0.36%
19,095
+11,420
61
$853K 0.36%
+14,205
62
$847K 0.35%
+8,623
63
$771K 0.32%
+14,098
64
$771K 0.32%
17,688
+198
65
$769K 0.32%
+6,719
66
$707K 0.29%
6,043
-1,757
67
$699K 0.29%
16,186
+7,512
68
$636K 0.27%
1,600
-59
69
$633K 0.26%
8,980
+266
70
$632K 0.26%
11,825
-2,011
71
$631K 0.26%
18,042
+4,234
72
$623K 0.26%
4,686
-2,279
73
$615K 0.26%
5,128
-345
74
$611K 0.25%
2,876
+1,288
75
$610K 0.25%
+2,105
1 2
3
4 5