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
151
$152K 0.14%
+2,453
152
$149K 0.14%
+2,532
153
$149K 0.14%
+2,876
154
$147K 0.14%
+635
155
$147K 0.14%
+4,762
156
$147K 0.14%
+809
157
$147K 0.14%
+2,296
158
$147K 0.14%
+1,065
159
$147K 0.14%
+721
160
$143K 0.13%
+8,738
161
$143K 0.13%
+2,999
162
$142K 0.13%
+2,501
163
$140K 0.13%
+692
164
$140K 0.13%
+917
165
$138K 0.13%
+9,000
166
$136K 0.13%
+361
167
$133K 0.12%
+1,840
168
$133K 0.12%
+2,729
169
$133K 0.12%
+3,868
170
$133K 0.12%
+753
171
$131K 0.12%
+1,713
172
$129K 0.12%
+2,092
173
$129K 0.12%
+468
174
$129K 0.12%
+1,086
175
$128K 0.12%
+511
5 6
7
8 9