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
451
$20K 0.02%
+500
452
$20K 0.02%
+1,937
453
$20K 0.02%
+632
454
$20K 0.02%
+1,142
455
$20K 0.02%
+139
456
$20K 0.02%
+416
457
$20K 0.02%
+507
458
$20K 0.02%
+600
459
$20K 0.02%
+226
460
$20K 0.02%
+570
461
$19K 0.02%
+1,915
462
$19K 0.02%
+219
463
$19K 0.02%
+1,067
464
$19K 0.02%
+200
465
$19K 0.02%
+252
466
$19K 0.02%
+645
467
$19K 0.02%
+430
468
$19K 0.02%
+136
469
$19K 0.02%
+299
470
$19K 0.02%
+2,256
471
$18K 0.02%
+305
472
$18K 0.02%
+820
473
$18K 0.02%
+114
474
$18K 0.02%
+129
475
$18K 0.02%
+217
17 18
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