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
626
$7K 0.01%
+156
627
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+200
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$7K 0.01%
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629
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630
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+39
631
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+500
632
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633
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634
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635
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636
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637
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+460
638
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639
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640
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641
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$5K ﹤0.01%
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643
$5K ﹤0.01%
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$5K ﹤0.01%
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645
$5K ﹤0.01%
+39
646
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+100
647
$5K ﹤0.01%
+181
648
$5K ﹤0.01%
+500
649
$5K ﹤0.01%
+189
650
$5K ﹤0.01%
+1,400
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