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
701
$3K ﹤0.01%
+70
702
$3K ﹤0.01%
+700
703
$3K ﹤0.01%
+92
704
$3K ﹤0.01%
+109
705
$3K ﹤0.01%
+81
706
$3K ﹤0.01%
+93
707
$3K ﹤0.01%
+20
708
$3K ﹤0.01%
+175
709
$2K ﹤0.01%
+35
710
$2K ﹤0.01%
+41
711
$2K ﹤0.01%
+35
712
$2K ﹤0.01%
+51
713
$2K ﹤0.01%
+201
714
$2K ﹤0.01%
+36
715
$2K ﹤0.01%
+6
716
$2K ﹤0.01%
+15
717
$2K ﹤0.01%
+75
718
$2K ﹤0.01%
+26
719
$2K ﹤0.01%
+19
720
$2K ﹤0.01%
+37
721
$2K ﹤0.01%
+46
722
$2K ﹤0.01%
+10
723
$2K ﹤0.01%
+10
724
$2K ﹤0.01%
+22
725
$2K ﹤0.01%
+100
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