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
826
$11.3K ﹤0.01%
+125
827
$11.2K ﹤0.01%
+310
828
$11.2K ﹤0.01%
+76
829
$11.2K ﹤0.01%
+78
830
$11.2K ﹤0.01%
+487
831
$11.1K ﹤0.01%
+41
832
$11.1K ﹤0.01%
+221
833
$11K ﹤0.01%
+355
834
$10.8K ﹤0.01%
+635
835
$10.8K ﹤0.01%
+46
836
$10.8K ﹤0.01%
+500
837
$10.8K ﹤0.01%
+254
838
$10.7K ﹤0.01%
+93
839
$10.7K ﹤0.01%
+315
840
$10.7K ﹤0.01%
+158
841
$10.6K ﹤0.01%
+121
842
$10.6K ﹤0.01%
+2,410
843
$10.5K ﹤0.01%
+16
844
$10.5K ﹤0.01%
+260
845
$10.5K ﹤0.01%
+895
846
$10.4K ﹤0.01%
+89
847
$10.4K ﹤0.01%
+183
848
$10.3K ﹤0.01%
+1,000
849
$10.3K ﹤0.01%
+100
850
$10.2K ﹤0.01%
+264
32 33
34
35 36