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
551
$11K 0.01%
+200
552
$11K 0.01%
+1,010
553
$11K 0.01%
+163
554
$11K 0.01%
+576
555
$11K 0.01%
+254
556
$11K 0.01%
+156
557
$11K 0.01%
+220
558
$11K 0.01%
+285
559
$11K 0.01%
+321
560
$10K 0.01%
+400
561
$10K 0.01%
+1,000
562
$10K 0.01%
+200
563
$10K 0.01%
+201
564
$10K 0.01%
+1,686
565
$10K 0.01%
+181
566
$10K 0.01%
+100
567
$10K 0.01%
+144
568
$10K 0.01%
+865
569
$10K 0.01%
+100
570
$10K 0.01%
+311
571
$10K 0.01%
+212
572
$10K 0.01%
+1,444
573
$10K 0.01%
+530
574
$9K 0.01%
+25
575
$9K 0.01%
+400
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