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
701
$3K ﹤0.01%
+17
702
$3K ﹤0.01%
+27
703
$3K ﹤0.01%
+283
704
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705
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+15
706
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+105
707
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+120
708
$3K ﹤0.01%
+100
709
$3K ﹤0.01%
+26
710
$2K ﹤0.01%
+46
711
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+12
712
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+2
713
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714
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715
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716
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717
$2K ﹤0.01%
+46
718
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719
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+10
720
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+54
721
$2K ﹤0.01%
+22
722
$2K ﹤0.01%
+100
723
$2K ﹤0.01%
+46
724
$2K ﹤0.01%
+13
725
$2K ﹤0.01%
+34
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