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
626
$7K 0.01%
+240
627
$7K 0.01%
+747
628
$6K 0.01%
+500
629
$6K 0.01%
+460
630
$6K 0.01%
+348
631
$6K 0.01%
+17
632
$6K 0.01%
+232
633
$6K 0.01%
+120
634
$6K 0.01%
+205
635
$6K 0.01%
+100
636
$6K 0.01%
+50
637
$6K 0.01%
+40
638
$6K 0.01%
+39
639
$6K 0.01%
+500
640
$6K 0.01%
+60
641
$5K ﹤0.01%
+48
642
$5K ﹤0.01%
+184
643
$5K ﹤0.01%
+730
644
$5K ﹤0.01%
+500
645
$5K ﹤0.01%
+189
646
$5K ﹤0.01%
+1,400
647
$5K ﹤0.01%
+330
648
$5K ﹤0.01%
+23
649
$5K ﹤0.01%
+83
650
$5K ﹤0.01%
+160
24 25
26
27 28