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
426
$23K 0.02%
+195
427
$22K 0.02%
+445
428
$22K 0.02%
+72
429
$22K 0.02%
+100
430
$22K 0.02%
+354
431
$22K 0.02%
+295
432
$22K 0.02%
+2,039
433
$22K 0.02%
+1,750
434
$22K 0.02%
+143
435
$22K 0.02%
+448
436
$22K 0.02%
+230
437
$21K 0.02%
+139
438
$21K 0.02%
+226
439
$21K 0.02%
+164
440
$21K 0.02%
+213
441
$21K 0.02%
+925
442
$21K 0.02%
+338
443
$21K 0.02%
+400
444
$21K 0.02%
+259
445
$21K 0.02%
+328
446
$20K 0.02%
+1,142
447
$20K 0.02%
+1,355
448
$20K 0.02%
+500
449
$20K 0.02%
+60
450
$20K 0.02%
+139
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