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
$240M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$5M
3
+$3.45M
4
KO icon
Coca-Cola
KO
+$3.13M
5
BSX icon
Boston Scientific
BSX
+$3.11M

Top Sells

1
+$18.5M
2
+$2.74M
3
+$2.56M
4
AMZN icon
Amazon
AMZN
+$2.18M
5
WM icon
Waste Management
WM
+$1.69M

Sector Composition

1 Healthcare 11.67%
2 Financials 10.7%
3 Technology 9.71%
4 Consumer Discretionary 7.63%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$329K 0.14%
+1,842
127
$327K 0.14%
+6,660
128
$325K 0.14%
+441
129
$324K 0.14%
+6,520
130
$318K 0.13%
+3,775
131
$318K 0.13%
3,884
+1,494
132
$309K 0.13%
+1,381
133
$307K 0.13%
+11,065
134
$299K 0.12%
+3,810
135
$298K 0.12%
9,335
-47,241
136
$293K 0.12%
3,358
-38
137
$293K 0.12%
6,843
+2,202
138
$288K 0.12%
6,640
-660
139
$288K 0.12%
+6,763
140
$286K 0.12%
+14,397
141
$284K 0.12%
+5,730
142
$282K 0.12%
+10,849
143
$276K 0.12%
6,105
+2,041
144
$275K 0.11%
+9,087
145
$273K 0.11%
+1,408
146
$269K 0.11%
5,460
-3,977
147
$267K 0.11%
+15,783
148
$266K 0.11%
+2,280
149
$258K 0.11%
4,492
-26,016
150
$256K 0.11%
+15,091
4 5
6
7 8