AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.19M
3
+$2.95M
4
AMZN icon
Amazon
AMZN
+$2.79M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.11%
2 Financials 5.85%
3 Consumer Discretionary 5%
4 Industrials 4.49%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81K 0.08%
+2,208
227
$80K 0.07%
+2,004
228
$80K 0.07%
+647
229
$79K 0.07%
+1,792
230
$79K 0.07%
+8,057
231
$78K 0.07%
+901
232
$78K 0.07%
+2,089
233
$77K 0.07%
+116
234
$77K 0.07%
+880
235
$77K 0.07%
+609
236
$75K 0.07%
+1,238
237
$75K 0.07%
+2,485
238
$75K 0.07%
+2,928
239
$74K 0.07%
+4,034
240
$74K 0.07%
+4,956
241
$73K 0.07%
+4,261
242
$73K 0.07%
+549
243
$70K 0.07%
+847
244
$70K 0.07%
+501
245
$70K 0.07%
+1,619
246
$69K 0.06%
+569
247
$69K 0.06%
+3,453
248
$68K 0.06%
+992
249
$67K 0.06%
+1,638
250
$66K 0.06%
+619
8 9
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