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 Buys

1
+$9.52M
2
+$6.63M
3
+$3.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.52M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.04M

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
751
$15.9K 0.01%
+3,000
752
$15.8K 0.01%
+830
753
$15.8K 0.01%
+193
754
$15.7K 0.01%
+570
755
$15.7K 0.01%
+1,000
756
$15.7K 0.01%
+151
757
$15.5K 0.01%
+12
758
$15.5K 0.01%
+107
759
$15.2K 0.01%
+108
760
$15.2K 0.01%
+144
761
$15.1K 0.01%
+194
762
$15K 0.01%
+52
763
$14.9K 0.01%
+202
764
$14.9K 0.01%
+299
765
$14.9K 0.01%
+200
766
$14.9K 0.01%
+2,000
767
$14.8K 0.01%
+706
768
$14.8K 0.01%
+317
769
$14.8K 0.01%
+221
770
$14.5K 0.01%
+374
771
$14.5K 0.01%
+430
772
$14.4K 0.01%
+2,160
773
$14.3K 0.01%
+868
774
$14.2K 0.01%
+460
775
$14.2K 0.01%
+89
29 30
31
32 33