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
326
$41K 0.04%
+773
327
$41K 0.04%
+1,012
328
$41K 0.04%
+178
329
$41K 0.04%
+239
330
$40K 0.04%
+190
331
$40K 0.04%
+550
332
$40K 0.04%
+300
333
$40K 0.04%
+1,292
334
$39K 0.04%
+1,716
335
$39K 0.04%
+332
336
$39K 0.04%
+680
337
$39K 0.04%
+1,350
338
$38K 0.04%
+169
339
$38K 0.04%
+719
340
$38K 0.04%
+1,279
341
$38K 0.04%
+3,000
342
$38K 0.04%
+434
343
$38K 0.04%
+196
344
$38K 0.04%
+268
345
$37K 0.03%
+337
346
$37K 0.03%
+685
347
$37K 0.03%
+221
348
$37K 0.03%
+231
349
$37K 0.03%
+441
350
$36K 0.03%
+800
12 13
14
15 16