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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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
526
$13K 0.01%
+217
527
$13K 0.01%
+1
528
$13K 0.01%
+270
529
$13K 0.01%
+319
530
$13K 0.01%
+120
531
$13K 0.01%
+100
532
$13K 0.01%
+918
533
$13K 0.01%
+135
534
$13K 0.01%
+500
535
$13K 0.01%
+350
536
$12K 0.01%
+1,250
537
$12K 0.01%
+125
538
$12K 0.01%
+161
539
$12K 0.01%
+645
540
$12K 0.01%
+841
541
$12K 0.01%
+452
542
$12K 0.01%
+250
543
$11K 0.01%
+357
544
$11K 0.01%
+150
545
$11K 0.01%
+576
546
$11K 0.01%
+156
547
$11K 0.01%
+321
548
$11K 0.01%
+20
549
$11K 0.01%
+50
550
$11K 0.01%
+310
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