AWM
Accurate Wealth Management Portfolio holdings
AUM
$654M
This Quarter Return
-3.9%
1 Year Return
+20.1%
3 Year Return
+78.34%
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(+30%)
Cap. Flow
+$48M
Cap. Flow
% of AUM
20%
Top 10 Holdings %
Top 10 Hldgs %
38.88%
Holding
216
New
60
Increased
86
Reduced
37
Closed
33
Top Buys
| 1 |
Aon
AON
|
$5.08M |
| 2 |
Tesla
TSLA
|
$5M |
| 3 |
AbbVie
ABBV
|
$3.45M |
| 4 |
Coca-Cola
KO
|
$3.13M |
| 5 |
Boston Scientific
BSX
|
$3.11M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$18.5M |
| 2 |
SPDR Gold Trust
GLD
|
$2.74M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.56M |
| 4 |
Amazon
AMZN
|
$2.18M |
| 5 |
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% |
