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
376
$32K 0.03%
+180
377
$32K 0.03%
+10,306
378
$32K 0.03%
+4,038
379
$32K 0.03%
+1,107
380
$32K 0.03%
+3,000
381
$32K 0.03%
+846
382
$31K 0.03%
+636
383
$31K 0.03%
+230
384
$31K 0.03%
+981
385
$31K 0.03%
+259
386
$31K 0.03%
+325
387
$31K 0.03%
+1,115
388
$30K 0.03%
+300
389
$30K 0.03%
+506
390
$30K 0.03%
+1,800
391
$29K 0.03%
+826
392
$29K 0.03%
+691
393
$29K 0.03%
+1,104
394
$29K 0.03%
+194
395
$29K 0.03%
+150
396
$29K 0.03%
+1,302
397
$29K 0.03%
+345
398
$29K 0.03%
+500
399
$29K 0.03%
+259
400
$28K 0.03%
+270
14 15
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