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
1276
$1.48K ﹤0.01%
+11
1277
$1.48K ﹤0.01%
+48
1278
$1.47K ﹤0.01%
+22
1279
$1.47K ﹤0.01%
+17
1280
$1.47K ﹤0.01%
+92
1281
$1.47K ﹤0.01%
+30
1282
$1.46K ﹤0.01%
+16
1283
$1.46K ﹤0.01%
+36
1284
$1.45K ﹤0.01%
+11
1285
$1.44K ﹤0.01%
+146
1286
$1.44K ﹤0.01%
+133
1287
$1.43K ﹤0.01%
+85
1288
$1.42K ﹤0.01%
+10
1289
$1.42K ﹤0.01%
+35
1290
$1.42K ﹤0.01%
+30
1291
$1.42K ﹤0.01%
+29
1292
$1.4K ﹤0.01%
+18
1293
$1.4K ﹤0.01%
+17
1294
$1.39K ﹤0.01%
+40
1295
$1.39K ﹤0.01%
+22
1296
$1.39K ﹤0.01%
+30
1297
$1.39K ﹤0.01%
+50
1298
$1.38K ﹤0.01%
+80
1299
$1.38K ﹤0.01%
+37
1300
$1.36K ﹤0.01%
+60
50 51
52
53 54