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
876
$9.38K ﹤0.01%
+75
877
$9.35K ﹤0.01%
+300
878
$9.34K ﹤0.01%
+1,135
879
$9.33K ﹤0.01%
+62
880
$9.33K ﹤0.01%
+81
881
$9.29K ﹤0.01%
+27
882
$9.27K ﹤0.01%
+65
883
$9.25K ﹤0.01%
+225
884
$9.24K ﹤0.01%
+477
885
$9.19K ﹤0.01%
+270
886
$9.16K ﹤0.01%
+469
887
$9.14K ﹤0.01%
+140
888
$9.05K ﹤0.01%
+144
889
$9.04K ﹤0.01%
+72
890
$9.02K ﹤0.01%
+500
891
$9.01K ﹤0.01%
+1,851
892
$8.99K ﹤0.01%
+104
893
$8.96K ﹤0.01%
+73
894
$8.95K ﹤0.01%
+30
895
$8.89K ﹤0.01%
+285
896
$8.85K ﹤0.01%
+200
897
$8.82K ﹤0.01%
+762
898
$8.72K ﹤0.01%
+58
899
$8.7K ﹤0.01%
+331
900
$8.69K ﹤0.01%
+34
34 35
36
37 38