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
276
$55K 0.05%
+205
277
$55K 0.05%
+8,745
278
$54K 0.05%
+220
279
$54K 0.05%
+202
280
$54K 0.05%
+418
281
$54K 0.05%
+203
282
$53K 0.05%
+1,459
283
$53K 0.05%
+160
284
$53K 0.05%
+254
285
$52K 0.05%
+843
286
$51K 0.05%
+1,803
287
$51K 0.05%
+1,100
288
$51K 0.05%
+1,084
289
$51K 0.05%
+756
290
$51K 0.05%
+2,040
291
$50K 0.05%
+577
292
$50K 0.05%
+1,254
293
$50K 0.05%
+326
294
$49K 0.05%
+1,206
295
$49K 0.05%
+1,593
296
$49K 0.05%
+960
297
$49K 0.05%
+580
298
$49K 0.05%
+463
299
$48K 0.04%
+1,282
300
$48K 0.04%
+939
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