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
751
$1K ﹤0.01%
+27
752
$1K ﹤0.01%
+16
753
$1K ﹤0.01%
+234
754
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+7
755
$1K ﹤0.01%
+118
756
$1K ﹤0.01%
+100
757
$1K ﹤0.01%
+26
758
$1K ﹤0.01%
+8
759
$1K ﹤0.01%
+10
760
$1K ﹤0.01%
+46
761
$1K ﹤0.01%
+9
762
$1K ﹤0.01%
+300
763
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+150
764
$1K ﹤0.01%
+400
765
$0 ﹤0.01%
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766
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767
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768
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769
$0 ﹤0.01%
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770
$0 ﹤0.01%
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771
$0 ﹤0.01%
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772
$0 ﹤0.01%
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773
$0 ﹤0.01%
+53
774
$0 ﹤0.01%
+26
775
$0 ﹤0.01%
+16
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