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
126
$190K 0.18%
+2,620
127
$189K 0.18%
+3,338
128
$183K 0.17%
+2,710
129
$183K 0.17%
+18,822
130
$181K 0.17%
+7,003
131
$179K 0.17%
+506
132
$178K 0.17%
+5,511
133
$176K 0.16%
+5,204
134
$174K 0.16%
+3,970
135
$173K 0.16%
+2,950
136
$173K 0.16%
+1,445
137
$172K 0.16%
+5,743
138
$172K 0.16%
+4,480
139
$171K 0.16%
+3,097
140
$167K 0.16%
+10,316
141
$165K 0.15%
+2,600
142
$164K 0.15%
+1,450
143
$163K 0.15%
+2,209
144
$163K 0.15%
+3,928
145
$162K 0.15%
+7,475
146
$159K 0.15%
+1,942
147
$156K 0.15%
+1,799
148
$156K 0.15%
+1,235
149
$155K 0.14%
+1,417
150
$154K 0.14%
+4,665
4 5
6
7 8