AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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%
+40
627
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+200
628
$6K 0.01%
+120
629
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630
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+39
631
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+500
632
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+460
633
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+348
634
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+17
635
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+232
636
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+500
637
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+60
638
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+205
639
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640
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641
$5K ﹤0.01%
+730
642
$5K ﹤0.01%
+39
643
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644
$5K ﹤0.01%
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645
$5K ﹤0.01%
+500
646
$5K ﹤0.01%
+1,400
647
$5K ﹤0.01%
+23
648
$5K ﹤0.01%
+48
649
$5K ﹤0.01%
+184
650
$5K ﹤0.01%
+189
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