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
426
$23K 0.02%
+125
427
$23K 0.02%
+195
428
$22K 0.02%
+230
429
$22K 0.02%
+445
430
$22K 0.02%
+72
431
$22K 0.02%
+100
432
$22K 0.02%
+354
433
$22K 0.02%
+295
434
$22K 0.02%
+2,039
435
$22K 0.02%
+1,750
436
$22K 0.02%
+143
437
$22K 0.02%
+448
438
$21K 0.02%
+139
439
$21K 0.02%
+226
440
$21K 0.02%
+164
441
$21K 0.02%
+213
442
$21K 0.02%
+925
443
$21K 0.02%
+338
444
$21K 0.02%
+400
445
$21K 0.02%
+259
446
$21K 0.02%
+328
447
$20K 0.02%
+1,355
448
$20K 0.02%
+500
449
$20K 0.02%
+60
450
$20K 0.02%
+371
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