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
101
$237K 0.22%
+7,976
102
$234K 0.22%
+23,340
103
$232K 0.22%
+2,783
104
$232K 0.22%
+16,091
105
$231K 0.22%
+847
106
$230K 0.21%
+984
107
$224K 0.21%
+1,971
108
$221K 0.21%
+10,757
109
$220K 0.2%
+2,599
110
$220K 0.2%
+1,452
111
$219K 0.2%
+2,385
112
$215K 0.2%
+13,159
113
$215K 0.2%
+4,035
114
$212K 0.2%
+911
115
$208K 0.19%
+2,193
116
$207K 0.19%
+4,855
117
$204K 0.19%
+1,261
118
$204K 0.19%
+2,605
119
$202K 0.19%
+942
120
$202K 0.19%
+6,700
121
$201K 0.19%
+13,239
122
$197K 0.18%
+5,475
123
$194K 0.18%
+3,353
124
$193K 0.18%
+3,510
125
$192K 0.18%
+1,312
3 4
5
6 7