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
251
$65K 0.06%
+1,620
252
$65K 0.06%
+1,185
253
$65K 0.06%
+664
254
$64K 0.06%
+1,091
255
$64K 0.06%
+682
256
$62K 0.06%
+459
257
$62K 0.06%
+525
258
$62K 0.06%
+1,506
259
$62K 0.06%
+1,160
260
$62K 0.06%
+800
261
$61K 0.06%
+267
262
$61K 0.06%
+1,200
263
$61K 0.06%
+1,335
264
$61K 0.06%
+3,000
265
$61K 0.06%
+8,875
266
$60K 0.06%
+342
267
$60K 0.06%
+1,102
268
$59K 0.06%
+6,736
269
$58K 0.05%
+1,815
270
$58K 0.05%
+950
271
$57K 0.05%
+476
272
$55K 0.05%
+2,106
273
$55K 0.05%
+2,311
274
$55K 0.05%
+365
275
$55K 0.05%
+227
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