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
+$4.24M
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 8.1%
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%
+131
702
$3K ﹤0.01%
+283
703
$3K ﹤0.01%
+27
704
$3K ﹤0.01%
+17
705
$3K ﹤0.01%
+126
706
$3K ﹤0.01%
+26
707
$3K ﹤0.01%
+52
708
$3K ﹤0.01%
+13
709
$3K ﹤0.01%
+7
710
$2K ﹤0.01%
+54
711
$2K ﹤0.01%
+100
712
$2K ﹤0.01%
+12
713
$2K ﹤0.01%
+2
714
$2K ﹤0.01%
+21
715
$2K ﹤0.01%
+41
716
$2K ﹤0.01%
+35
717
$2K ﹤0.01%
+26
718
$2K ﹤0.01%
+19
719
$2K ﹤0.01%
+37
720
$2K ﹤0.01%
+46
721
$2K ﹤0.01%
+10
722
$2K ﹤0.01%
+10
723
$2K ﹤0.01%
+22
724
$2K ﹤0.01%
+46
725
$2K ﹤0.01%
+13
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