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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$7.42M
3
+$6.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.74M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.23%
2 Consumer Discretionary 7.99%
3 Financials 7.87%
4 Industrials 5.76%
5 Communication Services 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.18%
+2,366
127
$203K 0.18%
+4,938
128
$203K 0.18%
+1,137
129
$201K 0.18%
+2,868
130
$142K 0.12%
+10,065
131
$136K 0.12%
+2,020
132
$78K 0.07%
+1,503
2 3 4 5
6