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
1176
$2.32K ﹤0.01%
+25
1177
$2.31K ﹤0.01%
+85
1178
$2.31K ﹤0.01%
+55
1179
$2.3K ﹤0.01%
+12
1180
$2.29K ﹤0.01%
+100
1181
$2.29K ﹤0.01%
+180
1182
$2.28K ﹤0.01%
+120
1183
$2.27K ﹤0.01%
+200
1184
$2.26K ﹤0.01%
+160
1185
$2.26K ﹤0.01%
+27
1186
$2.21K ﹤0.01%
+25
1187
$2.18K ﹤0.01%
+48
1188
$2.18K ﹤0.01%
+22
1189
$2.16K ﹤0.01%
+45
1190
$2.13K ﹤0.01%
+110
1191
$2.13K ﹤0.01%
+25
1192
$2.12K ﹤0.01%
+25
1193
$2.1K ﹤0.01%
+40
1194
$2.1K ﹤0.01%
+83
1195
$2.09K ﹤0.01%
+50
1196
$2.06K ﹤0.01%
+1,000
1197
$2.06K ﹤0.01%
+125
1198
$2.02K ﹤0.01%
+200
1199
$2.02K ﹤0.01%
+45
1200
$2.01K ﹤0.01%
+67
46 47
48
49 50