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
726
$2K ﹤0.01%
+100
727
$2K ﹤0.01%
+73
728
$2K ﹤0.01%
+100
729
$2K ﹤0.01%
+21
730
$2K ﹤0.01%
+33
731
$2K ﹤0.01%
+41
732
$2K ﹤0.01%
+35
733
$2K ﹤0.01%
+51
734
$2K ﹤0.01%
+201
735
$2K ﹤0.01%
+36
736
$2K ﹤0.01%
+6
737
$2K ﹤0.01%
+15
738
$2K ﹤0.01%
+75
739
$2K ﹤0.01%
+14
740
$2K ﹤0.01%
+78
741
$1K ﹤0.01%
+33
742
$1K ﹤0.01%
+30
743
$1K ﹤0.01%
+334
744
$1K ﹤0.01%
+8
745
$1K ﹤0.01%
+14
746
$1K ﹤0.01%
+7
747
$1K ﹤0.01%
+52
748
$1K ﹤0.01%
+30
749
$1K ﹤0.01%
+106
750
$1K ﹤0.01%
+10
28 29
30
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