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
151
$255K 0.11%
2,857
-2,166
152
$253K 0.11%
1,892
-381
153
$253K 0.11%
+732
154
$249K 0.1%
1,348
-2,414
155
$247K 0.1%
+11,664
156
$246K 0.1%
+3,533
157
$244K 0.1%
+7,218
158
$244K 0.1%
1,491
-652
159
$240K 0.1%
1,783
+104
160
$236K 0.1%
+21,518
161
$235K 0.1%
2,083
-1,398
162
$234K 0.1%
+3,196
163
$233K 0.1%
+792
164
$231K 0.1%
+9,926
165
$230K 0.1%
+3,005
166
$229K 0.1%
+3,460
167
$228K 0.1%
7,443
+1,358
168
$227K 0.09%
+5,169
169
$226K 0.09%
636
-798
170
$225K 0.09%
+9,972
171
$223K 0.09%
+1,999
172
$220K 0.09%
+6,195
173
$215K 0.09%
+6,139
174
$212K 0.09%
11,150
+11
175
$210K 0.09%
2,786
-5,126
5 6
7
8 9