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
26
$896K 0.83%
+6,345
27
$887K 0.83%
+15,099
28
$871K 0.81%
+13,444
29
$867K 0.81%
+42,933
30
$827K 0.77%
+5,251
31
$800K 0.75%
+12,755
32
$748K 0.7%
+5,857
33
$744K 0.69%
+5,083
34
$698K 0.65%
+10,944
35
$681K 0.63%
+35,300
36
$680K 0.63%
+3,907
37
$646K 0.6%
+14,440
38
$617K 0.57%
+3,404
39
$616K 0.57%
+13,083
40
$612K 0.57%
+7,382
41
$580K 0.54%
+19,141
42
$564K 0.53%
+23,857
43
$560K 0.52%
+2,632
44
$549K 0.51%
+2,587
45
$543K 0.51%
+39,753
46
$530K 0.49%
+1,971
47
$496K 0.46%
+2,281
48
$476K 0.44%
+2,300
49
$454K 0.42%
+2,697
50
$450K 0.42%
+2,024
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