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
476
$18K 0.02%
+1,272
477
$18K 0.02%
+129
478
$18K 0.02%
+217
479
$18K 0.02%
+260
480
$17K 0.02%
+161
481
$17K 0.02%
+200
482
$17K 0.02%
+360
483
$17K 0.02%
+283
484
$17K 0.02%
+37
485
$17K 0.02%
+350
486
$17K 0.02%
+235
487
$17K 0.02%
+35
488
$17K 0.02%
+100
489
$17K 0.02%
+153
490
$17K 0.02%
+123
491
$16K 0.01%
+100
492
$16K 0.01%
+1,049
493
$16K 0.01%
+425
494
$16K 0.01%
+107
495
$16K 0.01%
+45
496
$16K 0.01%
+893
497
$16K 0.01%
+700
498
$16K 0.01%
+88
499
$16K 0.01%
+466
500
$16K 0.01%
+208
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