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
676
$4K ﹤0.01%
+62
677
$4K ﹤0.01%
+135
678
$4K ﹤0.01%
+3,000
679
$4K ﹤0.01%
+210
680
$4K ﹤0.01%
+88
681
$4K ﹤0.01%
+59
682
$4K ﹤0.01%
+163
683
$4K ﹤0.01%
+108
684
$4K ﹤0.01%
+125
685
$4K ﹤0.01%
+2,000
686
$3K ﹤0.01%
+7
687
$3K ﹤0.01%
+55
688
$3K ﹤0.01%
+187
689
$3K ﹤0.01%
+70
690
$3K ﹤0.01%
+700
691
$3K ﹤0.01%
+92
692
$3K ﹤0.01%
+109
693
$3K ﹤0.01%
+81
694
$3K ﹤0.01%
+93
695
$3K ﹤0.01%
+20
696
$3K ﹤0.01%
+175
697
$3K ﹤0.01%
+13
698
$3K ﹤0.01%
+52
699
$3K ﹤0.01%
+26
700
$3K ﹤0.01%
+126
26 27
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29 30