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
926
$7.63K ﹤0.01%
+52
927
$7.6K ﹤0.01%
+5
928
$7.6K ﹤0.01%
+2,550
929
$7.6K ﹤0.01%
+228
930
$7.58K ﹤0.01%
+118
931
$7.57K ﹤0.01%
+200
932
$7.51K ﹤0.01%
+1,121
933
$7.48K ﹤0.01%
+37
934
$7.47K ﹤0.01%
+41
935
$7.45K ﹤0.01%
+80
936
$7.41K ﹤0.01%
+275
937
$7.39K ﹤0.01%
+54
938
$7.36K ﹤0.01%
+97
939
$7.27K ﹤0.01%
+561
940
$7.23K ﹤0.01%
+43
941
$7.23K ﹤0.01%
+34
942
$7.15K ﹤0.01%
+170
943
$7.14K ﹤0.01%
+261
944
$7.11K ﹤0.01%
+145
945
$7.08K ﹤0.01%
+78
946
$7.07K ﹤0.01%
+375
947
$7.05K ﹤0.01%
+46
948
$7.03K ﹤0.01%
+90
949
$7.03K ﹤0.01%
+500
950
$7.01K ﹤0.01%
+400
36 37
38
39 40