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
1201
$1.99K ﹤0.01%
+50
1202
$1.98K ﹤0.01%
+212
1203
$1.98K ﹤0.01%
+55
1204
$1.98K ﹤0.01%
+6
1205
$1.98K ﹤0.01%
+49
1206
$1.98K ﹤0.01%
+95
1207
$1.97K ﹤0.01%
+8
1208
$1.96K ﹤0.01%
+113
1209
$1.94K ﹤0.01%
+95
1210
$1.94K ﹤0.01%
+43
1211
$1.92K ﹤0.01%
+100
1212
$1.91K ﹤0.01%
+37
1213
$1.91K ﹤0.01%
+150
1214
$1.89K ﹤0.01%
+35
1215
$1.89K ﹤0.01%
+59
1216
$1.89K ﹤0.01%
+55
1217
$1.88K ﹤0.01%
+17
1218
$1.88K ﹤0.01%
+72
1219
$1.87K ﹤0.01%
+115
1220
$1.86K ﹤0.01%
+30
1221
$1.86K ﹤0.01%
+68
1222
$1.85K ﹤0.01%
+1,000
1223
$1.85K ﹤0.01%
+120
1224
$1.84K ﹤0.01%
+13
1225
$1.83K ﹤0.01%
+22
47 48
49
50 51