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
976
$6.03K ﹤0.01%
+300
977
$6K ﹤0.01%
+112
978
$5.95K ﹤0.01%
+29
979
$5.92K ﹤0.01%
+315
980
$5.92K ﹤0.01%
+46
981
$5.89K ﹤0.01%
+683
982
$5.88K ﹤0.01%
+95
983
$5.87K ﹤0.01%
+26
984
$5.84K ﹤0.01%
+1,000
985
$5.83K ﹤0.01%
+51
986
$5.8K ﹤0.01%
+500
987
$5.78K ﹤0.01%
+85
988
$5.7K ﹤0.01%
+807
989
$5.68K ﹤0.01%
+116
990
$5.66K ﹤0.01%
+54
991
$5.64K ﹤0.01%
+274
992
$5.63K ﹤0.01%
+100
993
$5.61K ﹤0.01%
+69
994
$5.56K ﹤0.01%
+17
995
$5.55K ﹤0.01%
+50
996
$5.55K ﹤0.01%
+65
997
$5.53K ﹤0.01%
+142
998
$5.45K ﹤0.01%
+47
999
$5.44K ﹤0.01%
+27
1000
$5.43K ﹤0.01%
+223
38 39
40
41 42