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
1326
$1.24K ﹤0.01%
+55
1327
$1.24K ﹤0.01%
+27
1328
$1.23K ﹤0.01%
+65
1329
$1.22K ﹤0.01%
+231
1330
$1.21K ﹤0.01%
+14
1331
$1.21K ﹤0.01%
+62
1332
$1.2K ﹤0.01%
+25
1333
$1.19K ﹤0.01%
+200
1334
$1.19K ﹤0.01%
+15
1335
$1.18K ﹤0.01%
+46
1336
$1.18K ﹤0.01%
+43
1337
$1.18K ﹤0.01%
+545
1338
$1.17K ﹤0.01%
+5
1339
$1.16K ﹤0.01%
+37
1340
$1.15K ﹤0.01%
+150
1341
$1.15K ﹤0.01%
+45
1342
$1.15K ﹤0.01%
+10
1343
$1.14K ﹤0.01%
+6
1344
$1.14K ﹤0.01%
+20
1345
$1.12K ﹤0.01%
+110
1346
$1.12K ﹤0.01%
+70
1347
$1.1K ﹤0.01%
+13
1348
$1.1K ﹤0.01%
+160
1349
$1.09K ﹤0.01%
+100
1350
$1.09K ﹤0.01%
+30
52 53
54
55 56