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
901
$8.65K ﹤0.01%
+166
902
$8.6K ﹤0.01%
+134
903
$8.6K ﹤0.01%
+173
904
$8.45K ﹤0.01%
+175
905
$8.43K ﹤0.01%
+32
906
$8.43K ﹤0.01%
+100
907
$8.32K ﹤0.01%
+49
908
$8.21K ﹤0.01%
+680
909
$8.17K ﹤0.01%
+501
910
$8.16K ﹤0.01%
+263
911
$8.15K ﹤0.01%
+29
912
$8.12K ﹤0.01%
+81
913
$8.11K ﹤0.01%
+379
914
$8.01K ﹤0.01%
+390
915
$7.95K ﹤0.01%
+173
916
$7.86K ﹤0.01%
+95
917
$7.75K ﹤0.01%
+205
918
$7.74K ﹤0.01%
+70
919
$7.71K ﹤0.01%
+153
920
$7.71K ﹤0.01%
+54
921
$7.7K ﹤0.01%
+122
922
$7.69K ﹤0.01%
+120
923
$7.68K ﹤0.01%
+1,500
924
$7.68K ﹤0.01%
+567
925
$7.66K ﹤0.01%
+1,000
35 36
37
38 39