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
1051
$4.33K ﹤0.01%
+398
1052
$4.32K ﹤0.01%
+373
1053
$4.32K ﹤0.01%
+100
1054
$4.3K ﹤0.01%
+180
1055
$4.29K ﹤0.01%
+70
1056
$4.29K ﹤0.01%
+73
1057
$4.28K ﹤0.01%
+403
1058
$4.28K ﹤0.01%
+300
1059
$4.27K ﹤0.01%
+11
1060
$4.25K ﹤0.01%
+189
1061
$4.2K ﹤0.01%
+348
1062
$4.19K ﹤0.01%
+6
1063
$4.18K ﹤0.01%
+220
1064
$4.18K ﹤0.01%
+150
1065
$4.12K ﹤0.01%
+500
1066
$4.1K ﹤0.01%
+100
1067
$4.09K ﹤0.01%
+24
1068
$4.08K ﹤0.01%
+43
1069
$4.06K ﹤0.01%
+99
1070
$4K ﹤0.01%
+67
1071
$3.98K ﹤0.01%
+359
1072
$3.94K ﹤0.01%
+4,084
1073
$3.87K ﹤0.01%
+88
1074
$3.81K ﹤0.01%
+405
1075
$3.81K ﹤0.01%
+50
41 42
43
44 45