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
1301
$1.36K ﹤0.01%
+53
1302
$1.36K ﹤0.01%
+11
1303
$1.35K ﹤0.01%
+77
1304
$1.35K ﹤0.01%
+127
1305
$1.35K ﹤0.01%
+23
1306
$1.35K ﹤0.01%
+26
1307
$1.34K ﹤0.01%
+6
1308
$1.34K ﹤0.01%
+37
1309
$1.33K ﹤0.01%
+10
1310
$1.33K ﹤0.01%
+54
1311
$1.32K ﹤0.01%
+12
1312
$1.3K ﹤0.01%
+48
1313
$1.29K ﹤0.01%
+100
1314
$1.28K ﹤0.01%
+129
1315
$1.28K ﹤0.01%
+36
1316
$1.27K ﹤0.01%
+600
1317
$1.26K ﹤0.01%
+22
1318
$1.26K ﹤0.01%
+21
1319
$1.25K ﹤0.01%
+163
1320
$1.25K ﹤0.01%
+26
1321
$1.25K ﹤0.01%
+33
1322
$1.25K ﹤0.01%
+53
1323
$1.25K ﹤0.01%
+71
1324
$1.25K ﹤0.01%
+183
1325
$1.25K ﹤0.01%
+85
51 52
53
54 55