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
1126
$2.9K ﹤0.01%
+40
1127
$2.89K ﹤0.01%
+108
1128
$2.87K ﹤0.01%
+17
1129
$2.86K ﹤0.01%
+174
1130
$2.83K ﹤0.01%
+25
1131
$2.82K ﹤0.01%
+41
1132
$2.81K ﹤0.01%
+1,577
1133
$2.81K ﹤0.01%
+40
1134
$2.79K ﹤0.01%
+106
1135
$2.78K ﹤0.01%
+62
1136
$2.75K ﹤0.01%
+90
1137
$2.75K ﹤0.01%
+42
1138
$2.73K ﹤0.01%
+375
1139
$2.72K ﹤0.01%
+138
1140
$2.72K ﹤0.01%
+86
1141
$2.7K ﹤0.01%
+130
1142
$2.7K ﹤0.01%
+163
1143
$2.67K ﹤0.01%
+200
1144
$2.65K ﹤0.01%
+68
1145
$2.65K ﹤0.01%
+110
1146
$2.65K ﹤0.01%
+100
1147
$2.64K ﹤0.01%
+115
1148
$2.64K ﹤0.01%
+220
1149
$2.63K ﹤0.01%
+114
1150
$2.62K ﹤0.01%
+30
44 45
46
47 48