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
751
$1K ﹤0.01%
+8
752
$1K ﹤0.01%
+14
753
$1K ﹤0.01%
+7
754
$1K ﹤0.01%
+52
755
$1K ﹤0.01%
+30
756
$1K ﹤0.01%
+106
757
$1K ﹤0.01%
+16
758
$1K ﹤0.01%
+234
759
$1K ﹤0.01%
+7
760
$1K ﹤0.01%
+9
761
$1K ﹤0.01%
+300
762
$1K ﹤0.01%
+150
763
$1K ﹤0.01%
+400
764
$0 ﹤0.01%
+4
765
$0 ﹤0.01%
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766
$0 ﹤0.01%
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767
$0 ﹤0.01%
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768
$0 ﹤0.01%
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769
$0 ﹤0.01%
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770
$0 ﹤0.01%
+3
771
$0 ﹤0.01%
+4
772
$0 ﹤0.01%
+30
773
$0 ﹤0.01%
+10
774
$0 ﹤0.01%
+106
775
$0 ﹤0.01%
+14
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