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
301
$47K 0.04%
+620
302
$47K 0.04%
+956
303
$47K 0.04%
+993
304
$47K 0.04%
+1,140
305
$47K 0.04%
+768
306
$46K 0.04%
+168
307
$46K 0.04%
+1,509
308
$45K 0.04%
+920
309
$45K 0.04%
+12,000
310
$45K 0.04%
+969
311
$45K 0.04%
+513
312
$45K 0.04%
+1,963
313
$45K 0.04%
+920
314
$44K 0.04%
+44
315
$44K 0.04%
+1,441
316
$44K 0.04%
+452
317
$43K 0.04%
+622
318
$43K 0.04%
+876
319
$43K 0.04%
+1,157
320
$43K 0.04%
+1,035
321
$42K 0.04%
+1,920
322
$42K 0.04%
+417
323
$42K 0.04%
+1,700
324
$42K 0.04%
+1,200
325
$41K 0.04%
+1,338
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