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
676
$4K ﹤0.01%
+88
677
$4K ﹤0.01%
+125
678
$4K ﹤0.01%
+2,000
679
$4K ﹤0.01%
+100
680
$4K ﹤0.01%
+70
681
$4K ﹤0.01%
+103
682
$4K ﹤0.01%
+59
683
$4K ﹤0.01%
+163
684
$4K ﹤0.01%
+216
685
$3K ﹤0.01%
+13
686
$3K ﹤0.01%
+52
687
$3K ﹤0.01%
+26
688
$3K ﹤0.01%
+126
689
$3K ﹤0.01%
+17
690
$3K ﹤0.01%
+27
691
$3K ﹤0.01%
+283
692
$3K ﹤0.01%
+131
693
$3K ﹤0.01%
+15
694
$3K ﹤0.01%
+7
695
$3K ﹤0.01%
+55
696
$3K ﹤0.01%
+187
697
$3K ﹤0.01%
+105
698
$3K ﹤0.01%
+70
699
$3K ﹤0.01%
+700
700
$3K ﹤0.01%
+92
26 27
28
29 30