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
$240M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$5M
3
+$3.45M
4
KO icon
Coca-Cola
KO
+$3.13M
5
BSX icon
Boston Scientific
BSX
+$3.11M

Top Sells

1
+$18.5M
2
+$2.74M
3
+$2.56M
4
AMZN icon
Amazon
AMZN
+$2.18M
5
WM icon
Waste Management
WM
+$1.69M

Sector Composition

1 Healthcare 11.67%
2 Financials 10.7%
3 Technology 9.71%
4 Consumer Discretionary 7.63%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$445K 0.19%
17,178
+6,663
102
$429K 0.18%
5,103
-535
103
$429K 0.18%
4,990
+2,973
104
$428K 0.18%
905
+382
105
$421K 0.18%
1,545
+307
106
$415K 0.17%
5,106
+2,384
107
$410K 0.17%
1,629
+754
108
$405K 0.17%
6,136
+2,369
109
$399K 0.17%
2,723
+1,373
110
$394K 0.16%
1,629
+106
111
$389K 0.16%
4,292
+1,654
112
$389K 0.16%
+2,615
113
$384K 0.16%
4,042
+1,559
114
$383K 0.16%
3,937
+1,230
115
$375K 0.16%
+8,942
116
$374K 0.16%
3,900
+1,245
117
$374K 0.16%
+5,407
118
$370K 0.15%
1,268
+29
119
$363K 0.15%
2,600
+908
120
$356K 0.15%
3,735
-2,030
121
$349K 0.15%
+4,411
122
$344K 0.14%
+3,248
123
$341K 0.14%
+5,704
124
$340K 0.14%
3,282
-1,260
125
$335K 0.14%
587
+115
3 4
5
6 7