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
401
$28K 0.03%
+211
402
$28K 0.03%
+800
403
$28K 0.03%
+248
404
$27K 0.03%
+1,000
405
$27K 0.03%
+825
406
$27K 0.03%
+500
407
$26K 0.02%
+700
408
$26K 0.02%
+831
409
$26K 0.02%
+73
410
$26K 0.02%
+465
411
$26K 0.02%
+1,386
412
$26K 0.02%
+500
413
$25K 0.02%
+1,800
414
$25K 0.02%
+465
415
$25K 0.02%
+2,707
416
$24K 0.02%
+930
417
$24K 0.02%
+600
418
$24K 0.02%
+265
419
$24K 0.02%
+445
420
$24K 0.02%
+142
421
$24K 0.02%
+103
422
$24K 0.02%
+1,760
423
$24K 0.02%
+300
424
$23K 0.02%
+325
425
$23K 0.02%
+340
15 16
17
18 19