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
551
$11K 0.01%
+1,010
552
$11K 0.01%
+163
553
$11K 0.01%
+576
554
$11K 0.01%
+254
555
$11K 0.01%
+156
556
$11K 0.01%
+220
557
$11K 0.01%
+285
558
$11K 0.01%
+321
559
$10K 0.01%
+200
560
$10K 0.01%
+201
561
$10K 0.01%
+144
562
$10K 0.01%
+865
563
$10K 0.01%
+100
564
$10K 0.01%
+311
565
$10K 0.01%
+212
566
$10K 0.01%
+1,444
567
$10K 0.01%
+530
568
$10K 0.01%
+400
569
$10K 0.01%
+1,000
570
$10K 0.01%
+1,686
571
$10K 0.01%
+181
572
$10K 0.01%
+100
573
$9K 0.01%
+41
574
$9K 0.01%
+267
575
$9K 0.01%
+90
21 22
23
24 25