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
776
$0 ﹤0.01%
+3
777
$0 ﹤0.01%
+4
778
$0 ﹤0.01%
+30
779
$0 ﹤0.01%
+10
780
$0 ﹤0.01%
+106
781
$0 ﹤0.01%
+14
782
$0 ﹤0.01%
+100
783
$0 ﹤0.01%
+66
784
$0 ﹤0.01%
+50