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
1226
$1.83K ﹤0.01%
+50
1227
$1.83K ﹤0.01%
+8
1228
$1.82K ﹤0.01%
+26
1229
$1.82K ﹤0.01%
+55
1230
$1.81K ﹤0.01%
+58
1231
$1.81K ﹤0.01%
+25
1232
$1.8K ﹤0.01%
+649
1233
$1.8K ﹤0.01%
+12
1234
$1.79K ﹤0.01%
+32
1235
$1.79K ﹤0.01%
+50
1236
$1.78K ﹤0.01%
+108
1237
$1.77K ﹤0.01%
+25
1238
$1.77K ﹤0.01%
+44
1239
$1.75K ﹤0.01%
+13
1240
$1.75K ﹤0.01%
+485
1241
$1.73K ﹤0.01%
+19
1242
$1.71K ﹤0.01%
+53
1243
$1.68K ﹤0.01%
+23
1244
$1.68K ﹤0.01%
+45
1245
$1.66K ﹤0.01%
+50
1246
$1.66K ﹤0.01%
+18
1247
$1.65K ﹤0.01%
+424
1248
$1.63K ﹤0.01%
+148
1249
$1.62K ﹤0.01%
+130
1250
$1.62K ﹤0.01%
+710
48 49
50
51 52