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
1251
$1.6K ﹤0.01%
+30
1252
$1.6K ﹤0.01%
+25
1253
$1.59K ﹤0.01%
+8
1254
$1.59K ﹤0.01%
+28
1255
$1.59K ﹤0.01%
+32
1256
$1.58K ﹤0.01%
+6
1257
$1.58K ﹤0.01%
+29
1258
$1.57K ﹤0.01%
+58
1259
$1.57K ﹤0.01%
+73
1260
$1.56K ﹤0.01%
+500
1261
$1.56K ﹤0.01%
+8
1262
$1.55K ﹤0.01%
+5
1263
$1.55K ﹤0.01%
+45
1264
$1.55K ﹤0.01%
+40
1265
$1.54K ﹤0.01%
+29
1266
$1.54K ﹤0.01%
+15
1267
$1.53K ﹤0.01%
+10
1268
$1.51K ﹤0.01%
+61
1269
$1.51K ﹤0.01%
+66
1270
$1.5K ﹤0.01%
+110
1271
$1.5K ﹤0.01%
+13
1272
$1.5K ﹤0.01%
+52
1273
$1.49K ﹤0.01%
+20
1274
$1.49K ﹤0.01%
+46
1275
$1.49K ﹤0.01%
+18
49 50
51
52 53