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
76
$292K 0.27%
+5,495
77
$290K 0.27%
+12,471
78
$289K 0.27%
+26,054
79
$287K 0.27%
+78,667
80
$282K 0.26%
+2,524
81
$281K 0.26%
+2,361
82
$279K 0.26%
+2,993
83
$275K 0.26%
+5,820
84
$267K 0.25%
+10,519
85
$266K 0.25%
+4,050
86
$258K 0.24%
+2,277
87
$257K 0.24%
+1,107
88
$253K 0.24%
+1,182
89
$251K 0.23%
+2,857
90
$249K 0.23%
+3,735
91
$249K 0.23%
+6,114
92
$247K 0.23%
+3,143
93
$244K 0.23%
+3,034
94
$244K 0.23%
+12,448
95
$243K 0.23%
+11,901
96
$242K 0.23%
+1,362
97
$242K 0.23%
+16,856
98
$241K 0.22%
+1,101
99
$241K 0.22%
+4,999
100
$239K 0.22%
+3,103
2 3
4
5 6