AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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%
+118
752
$1K ﹤0.01%
+10
753
$1K ﹤0.01%
+26
754
$1K ﹤0.01%
+8
755
$1K ﹤0.01%
+10
756
$1K ﹤0.01%
+69
757
$1K ﹤0.01%
+9
758
$1K ﹤0.01%
+300
759
$1K ﹤0.01%
+150
760
$1K ﹤0.01%
+400
761
$1K ﹤0.01%
+334
762
$1K ﹤0.01%
+8
763
$1K ﹤0.01%
+14
764
$0 ﹤0.01%
+4
765
$0 ﹤0.01%
+6
766
$0 ﹤0.01%
+53
767
$0 ﹤0.01%
+26
768
$0 ﹤0.01%
+16
769
$0 ﹤0.01%
+3
770
$0 ﹤0.01%
+14
771
$0 ﹤0.01%
+100
772
$0 ﹤0.01%
+66
773
$0 ﹤0.01%
+50
774
$0 ﹤0.01%
+4
775
$0 ﹤0.01%
+8
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