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
+$4.24M
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 8.1%
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
526
$13K 0.01%
+100
527
$13K 0.01%
+217
528
$13K 0.01%
+37
529
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+270
530
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+500
531
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+319
532
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533
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+100
534
$13K 0.01%
+350
535
$13K 0.01%
+918
536
$13K 0.01%
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537
$12K 0.01%
+645
538
$12K 0.01%
+1,250
539
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540
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541
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542
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543
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+250
544
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545
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546
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547
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548
$11K 0.01%
+357
549
$11K 0.01%
+50
550
$11K 0.01%
+310
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