AWM

Accurate Wealth Management Portfolio holdings

AUM $788M
1-Year Est. Return 20.89%
This Quarter Est. Return
1 Year Est. Return
+20.89%
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
801
$12.9K ﹤0.01%
+702
802
$12.9K ﹤0.01%
+166
803
$12.9K ﹤0.01%
+80
804
$12.8K ﹤0.01%
+133
805
$12.8K ﹤0.01%
+52
806
$12.7K ﹤0.01%
+376
807
$12.7K ﹤0.01%
+249
808
$12.5K ﹤0.01%
+1,005
809
$12.5K ﹤0.01%
+1,612
810
$12.5K ﹤0.01%
+506
811
$12.5K ﹤0.01%
+100
812
$12.5K ﹤0.01%
+51
813
$12.3K ﹤0.01%
+43
814
$12.3K ﹤0.01%
+514
815
$12.3K ﹤0.01%
+251
816
$12.2K ﹤0.01%
+160
817
$12K ﹤0.01%
+37
818
$12K ﹤0.01%
+150
819
$11.9K ﹤0.01%
+408
820
$11.6K ﹤0.01%
+303
821
$11.6K ﹤0.01%
+124
822
$11.5K ﹤0.01%
+220
823
$11.4K ﹤0.01%
+168
824
$11.3K ﹤0.01%
+100
825
$11.3K ﹤0.01%
+257
31 32
33
34 35