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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%
+16
752
$1K ﹤0.01%
+234
753
$1K ﹤0.01%
+7
754
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755
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+8
756
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+10
757
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+46
758
$1K ﹤0.01%
+9
759
$1K ﹤0.01%
+300
760
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+150
761
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+400
762
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$0 ﹤0.01%
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766
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773
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774
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$0 ﹤0.01%
+4