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AWM
Accurate Wealth Management Portfolio holdings
AUM
$1.05B
1-Year Est. Return
30.92%
This Fund
S&P 500
This Quarter
Est. Return
-3.9%
1 Year Est. Return
+30.92%
3 Year Est. Return
+93.2%
5 Year Est. Return
+133.25%
10 Year Est. Return
–
AUM
$240M
AUM Growth
+$55.9M
(+30%)
Cap. Flow
+$40.9M
Cap. Flow
% of AUM
17.05%
Top 10 Holdings %
Top 10 Hldgs %
38.88%
Holding
216
New
60
Increased
86
Reduced
37
Closed
33
Top Buys
| 1 |
Tesla
TSLA
|
+$4.71M |
| 2 |
Aon
AON
|
+$3.78M |
| 3 |
AbbVie
ABBV
|
+$3.43M |
| 4 |
Coca-Cola
KO
|
+$3.43M |
| 5 |
Realty Income
O
|
+$3.18M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$18.5M |
| 2 |
SPDR Gold Trust
GLD
|
+$2.7M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.56M |
| 4 |
Amazon
AMZN
|
+$2.42M |
| 5 |
Waste Management
WM
|
+$1.77M |
Sector Composition
| 1 | Healthcare | 11.67% |
| 2 | Financials | 10.7% |
| 3 | Technology | 9.71% |
| 4 | Consumer Discretionary | 7.63% |
| 5 | Industrials | 5.91% |
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