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
651
$5K ﹤0.01%
+330
652
$5K ﹤0.01%
+23
653
$5K ﹤0.01%
+83
654
$5K ﹤0.01%
+200
655
$5K ﹤0.01%
+123
656
$5K ﹤0.01%
+300
657
$5K ﹤0.01%
+160
658
$5K ﹤0.01%
+60
659
$5K ﹤0.01%
+658
660
$5K ﹤0.01%
+17,363
661
$5K ﹤0.01%
+587
662
$4K ﹤0.01%
+400
663
$4K ﹤0.01%
+38
664
$4K ﹤0.01%
+44
665
$4K ﹤0.01%
+207
666
$4K ﹤0.01%
+512
667
$4K ﹤0.01%
+938
668
$4K ﹤0.01%
+60
669
$4K ﹤0.01%
+100
670
$4K ﹤0.01%
+70
671
$4K ﹤0.01%
+103
672
$4K ﹤0.01%
+100
673
$4K ﹤0.01%
+15
674
$4K ﹤0.01%
+80
675
$4K ﹤0.01%
+135
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