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
726
$2K ﹤0.01%
+46
727
$2K ﹤0.01%
+13
728
$2K ﹤0.01%
+34
729
$2K ﹤0.01%
+100
730
$2K ﹤0.01%
+73
731
$2K ﹤0.01%
+100
732
$2K ﹤0.01%
+46
733
$2K ﹤0.01%
+2
734
$2K ﹤0.01%
+21
735
$2K ﹤0.01%
+33
736
$2K ﹤0.01%
+28
737
$2K ﹤0.01%
+78
738
$2K ﹤0.01%
+54
739
$2K ﹤0.01%
+12
740
$1K ﹤0.01%
+10
741
$1K ﹤0.01%
+27
742
$1K ﹤0.01%
+8
743
$1K ﹤0.01%
+10
744
$1K ﹤0.01%
+46
745
$1K ﹤0.01%
+118
746
$1K ﹤0.01%
+10
747
$1K ﹤0.01%
+26
748
$1K ﹤0.01%
+33
749
$1K ﹤0.01%
+30
750
$1K ﹤0.01%
+334
28 29
30
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