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
51
$449K 0.42%
+1,307
52
$439K 0.41%
+2,881
53
$432K 0.4%
+3,145
54
$430K 0.4%
+1,922
55
$422K 0.39%
+8,858
56
$415K 0.39%
+6,155
57
$414K 0.39%
+8,034
58
$407K 0.38%
+4,443
59
$406K 0.38%
+5,678
60
$387K 0.36%
+7,676
61
$368K 0.34%
+1,733
62
$367K 0.34%
+9,032
63
$367K 0.34%
+1,168
64
$360K 0.34%
+2,586
65
$350K 0.33%
+1,802
66
$350K 0.33%
+1,381
67
$347K 0.32%
+4,130
68
$344K 0.32%
+8,341
69
$327K 0.3%
+20,262
70
$324K 0.3%
+912
71
$315K 0.29%
+2,941
72
$313K 0.29%
+4,460
73
$310K 0.29%
+23,720
74
$304K 0.28%
+5,904
75
$298K 0.28%
+8,084
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3
4 5