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
776
$14.1K 0.01%
+136
777
$14K 0.01%
+120
778
$14K 0.01%
+434
779
$14K 0.01%
+438
780
$13.9K 0.01%
+253
781
$13.9K 0.01%
+41
782
$13.9K 0.01%
+260
783
$13.7K 0.01%
+79
784
$13.6K 0.01%
+161
785
$13.6K 0.01%
+140
786
$13.4K ﹤0.01%
+318
787
$13.4K ﹤0.01%
+508
788
$13.4K ﹤0.01%
+1,130
789
$13.3K ﹤0.01%
+265
790
$13.3K ﹤0.01%
+473
791
$13.3K ﹤0.01%
+37
792
$13.3K ﹤0.01%
+443
793
$13.3K ﹤0.01%
+66
794
$13.3K ﹤0.01%
+511
795
$13.2K ﹤0.01%
+60
796
$13.2K ﹤0.01%
+631
797
$13.1K ﹤0.01%
+204
798
$13.1K ﹤0.01%
+670
799
$13K ﹤0.01%
+352
800
$13K ﹤0.01%
+309
30 31
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