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
701
$3K ﹤0.01%
+109
702
$3K ﹤0.01%
+81
703
$3K ﹤0.01%
+93
704
$3K ﹤0.01%
+20
705
$3K ﹤0.01%
+175
706
$3K ﹤0.01%
+120
707
$3K ﹤0.01%
+100
708
$3K ﹤0.01%
+26
709
$2K ﹤0.01%
+35
710
$2K ﹤0.01%
+26
711
$2K ﹤0.01%
+19
712
$2K ﹤0.01%
+37
713
$2K ﹤0.01%
+46
714
$2K ﹤0.01%
+10
715
$2K ﹤0.01%
+34
716
$2K ﹤0.01%
+100
717
$2K ﹤0.01%
+73
718
$2K ﹤0.01%
+100
719
$2K ﹤0.01%
+46
720
$2K ﹤0.01%
+33
721
$2K ﹤0.01%
+35
722
$2K ﹤0.01%
+51
723
$2K ﹤0.01%
+201
724
$2K ﹤0.01%
+36
725
$2K ﹤0.01%
+6
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