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
726
$17.3K 0.01%
+174
727
$17.3K 0.01%
+179
728
$17.2K 0.01%
+157
729
$17.2K 0.01%
+185
730
$17.2K 0.01%
+775
731
$17.1K 0.01%
+374
732
$17.1K 0.01%
+263
733
$17.1K 0.01%
+117
734
$17K 0.01%
+830
735
$17K 0.01%
+669
736
$16.9K 0.01%
+515
737
$16.9K 0.01%
+305
738
$16.9K 0.01%
+970
739
$16.8K 0.01%
+199
740
$16.8K 0.01%
+1,600
741
$16.7K 0.01%
+877
742
$16.7K 0.01%
+688
743
$16.5K 0.01%
+407
744
$16.4K 0.01%
+244
745
$16.3K 0.01%
+784
746
$16.3K 0.01%
+288
747
$16.2K 0.01%
+427
748
$16K 0.01%
+150
749
$16K 0.01%
+1,200
750
$15.9K 0.01%
+2,032