AWM

Accurate Wealth Management Portfolio holdings

AUM $788M
1-Year Est. Return 20.89%
This Quarter Est. Return
1 Year Est. Return
+20.89%
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
201
– –
-3,497
202
– –
-20,570
203
– –
-8,143
204
– –
-1,074
205
– –
-62,652
206
– –
-10,065
207
– –
-2,201
208
– –
-16,442
209
– –
-3,202
210
– –
-3,075
211
– –
-2,810
212
– –
-10,363
213
– –
-4,376
214
– –
-23,605
215
– –
-25,700
216
– –
-3,182
5 6 7 8
9