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
1151
$2.61K ﹤0.01%
+200
1152
$2.58K ﹤0.01%
+188
1153
$2.56K ﹤0.01%
+21
1154
$2.54K ﹤0.01%
+210
1155
$2.53K ﹤0.01%
+49
1156
$2.52K ﹤0.01%
+16
1157
$2.5K ﹤0.01%
+129
1158
$2.5K ﹤0.01%
+54
1159
$2.49K ﹤0.01%
+113
1160
$2.49K ﹤0.01%
+40
1161
$2.48K ﹤0.01%
+75
1162
$2.48K ﹤0.01%
+64
1163
$2.48K ﹤0.01%
+115
1164
$2.47K ﹤0.01%
+231
1165
$2.46K ﹤0.01%
+47
1166
$2.45K ﹤0.01%
+288
1167
$2.43K ﹤0.01%
+196
1168
$2.41K ﹤0.01%
+11
1169
$2.4K ﹤0.01%
+62
1170
$2.38K ﹤0.01%
+32
1171
$2.35K ﹤0.01%
+46
1172
$2.34K ﹤0.01%
+75
1173
$2.34K ﹤0.01%
+10
1174
$2.34K ﹤0.01%
+33
1175
$2.33K ﹤0.01%
+22
45 46
47
48 49