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
351
$36K 0.03%
+301
352
$36K 0.03%
+1,300
353
$36K 0.03%
+2,501
354
$36K 0.03%
+1,751
355
$36K 0.03%
+215
356
$36K 0.03%
+300
357
$36K 0.03%
+1,028
358
$36K 0.03%
+213
359
$35K 0.03%
+508
360
$35K 0.03%
+927
361
$35K 0.03%
+122
362
$35K 0.03%
+885
363
$35K 0.03%
+392
364
$35K 0.03%
+1,100
365
$34K 0.03%
+137
366
$34K 0.03%
+381
367
$34K 0.03%
+450
368
$34K 0.03%
+729
369
$34K 0.03%
+1,200
370
$33K 0.03%
+384
371
$33K 0.03%
+1,006
372
$33K 0.03%
+1,343
373
$33K 0.03%
+61
374
$32K 0.03%
+266
375
$32K 0.03%
+2,083
13 14
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16 17