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
501
$16K 0.01%
+335
502
$16K 0.01%
+151
503
$15K 0.01%
+1,080
504
$15K 0.01%
+30
505
$15K 0.01%
+116
506
$15K 0.01%
+207
507
$15K 0.01%
+500
508
$15K 0.01%
+300
509
$15K 0.01%
+65
510
$15K 0.01%
+500
511
$15K 0.01%
+664
512
$15K 0.01%
+970
513
$15K 0.01%
+159
514
$15K 0.01%
+254
515
$15K 0.01%
+780
516
$15K 0.01%
+350
517
$14K 0.01%
+1,765
518
$14K 0.01%
+2,083
519
$14K 0.01%
+725
520
$14K 0.01%
+600
521
$14K 0.01%
+1,006
522
$14K 0.01%
+521
523
$14K 0.01%
+60
524
$14K 0.01%
+556
525
$13K 0.01%
+217
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