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
476
$18K 0.02%
+260
477
$18K 0.02%
+864
478
$18K 0.02%
+100
479
$18K 0.02%
+1,185
480
$18K 0.02%
+1,272
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%
+161
489
$17K 0.02%
+100
490
$17K 0.02%
+153
491
$17K 0.02%
+123
492
$16K 0.01%
+100
493
$16K 0.01%
+1,049
494
$16K 0.01%
+425
495
$16K 0.01%
+107
496
$16K 0.01%
+208
497
$16K 0.01%
+335
498
$16K 0.01%
+151
499
$16K 0.01%
+45
500
$16K 0.01%
+893
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