AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
+$4.02M
2
+$2.89M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.1%
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%
+800
402
$28K 0.03%
+248
403
$27K 0.03%
+1,000
404
$27K 0.03%
+825
405
$27K 0.03%
+500
406
$26K 0.02%
+831
407
$26K 0.02%
+73
408
$26K 0.02%
+465
409
$26K 0.02%
+1,386
410
$26K 0.02%
+500
411
$26K 0.02%
+700
412
$25K 0.02%
+1,800
413
$25K 0.02%
+465
414
$25K 0.02%
+2,707
415
$24K 0.02%
+930
416
$24K 0.02%
+600
417
$24K 0.02%
+265
418
$24K 0.02%
+445
419
$24K 0.02%
+142
420
$24K 0.02%
+103
421
$24K 0.02%
+1,760
422
$24K 0.02%
+300
423
$23K 0.02%
+325
424
$23K 0.02%
+340
425
$23K 0.02%
+125
15 16
17
18 19