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
1351
$1.08K ﹤0.01%
+15
1352
$1.08K ﹤0.01%
+50
1353
$1.07K ﹤0.01%
+40
1354
$1.06K ﹤0.01%
+5
1355
$1.06K ﹤0.01%
+27
1356
$1.06K ﹤0.01%
+32
1357
$1.05K ﹤0.01%
+7
1358
$1.05K ﹤0.01%
+30
1359
$1.04K ﹤0.01%
+15
1360
$1.04K ﹤0.01%
+40
1361
$1.03K ﹤0.01%
+30
1362
$1.03K ﹤0.01%
+7
1363
$1.02K ﹤0.01%
+36
1364
$1.02K ﹤0.01%
+149
1365
$1.01K ﹤0.01%
+9
1366
$1.01K ﹤0.01%
+4
1367
$1K ﹤0.01%
+6
1368
$1K ﹤0.01%
+6
1369
$996 ﹤0.01%
+41
1370
$991 ﹤0.01%
+100
1371
$988 ﹤0.01%
+30
1372
$985 ﹤0.01%
+6
1373
$982 ﹤0.01%
+41
1374
$979 ﹤0.01%
+15
1375
$975 ﹤0.01%
+32
53 54
55
56 57