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
501
$16K 0.01%
+700
502
$16K 0.01%
+88
503
$16K 0.01%
+466
504
$15K 0.01%
+30
505
$15K 0.01%
+500
506
$15K 0.01%
+664
507
$15K 0.01%
+970
508
$15K 0.01%
+159
509
$15K 0.01%
+1,080
510
$15K 0.01%
+116
511
$15K 0.01%
+207
512
$15K 0.01%
+300
513
$15K 0.01%
+65
514
$15K 0.01%
+500
515
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+254
516
$15K 0.01%
+780
517
$15K 0.01%
+350
518
$14K 0.01%
+1,765
519
$14K 0.01%
+2,083
520
$14K 0.01%
+725
521
$14K 0.01%
+600
522
$14K 0.01%
+1,006
523
$14K 0.01%
+521
524
$14K 0.01%
+60
525
$14K 0.01%
+556
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