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
576
$9K 0.01%
+41
577
$9K 0.01%
+267
578
$9K 0.01%
+90
579
$9K 0.01%
+500
580
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+25
581
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+156
582
$9K 0.01%
+224
583
$9K 0.01%
+300
584
$9K 0.01%
+500
585
$9K 0.01%
+5,000
586
$9K 0.01%
+161
587
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+406
588
$9K 0.01%
+100
589
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590
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+300
591
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592
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593
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594
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595
$8K 0.01%
+3,000
596
$8K 0.01%
+146
597
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+42
598
$8K 0.01%
+27
599
$8K 0.01%
+275
600
$8K 0.01%
+88
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