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
176
$127K 0.12%
+1,238
177
$126K 0.12%
+1,619
178
$126K 0.12%
+3,050
179
$124K 0.12%
+2,476
180
$123K 0.11%
+246
181
$123K 0.11%
+2,002
182
$120K 0.11%
+2,080
183
$118K 0.11%
+1,005
184
$117K 0.11%
+5,408
185
$116K 0.11%
+529
186
$115K 0.11%
+921
187
$114K 0.11%
+2,519
188
$114K 0.11%
+1,766
189
$113K 0.11%
+2,075
190
$113K 0.11%
+7,816
191
$110K 0.1%
+415
192
$110K 0.1%
+4,075
193
$110K 0.1%
+2,168
194
$108K 0.1%
+904
195
$108K 0.1%
+2,900
196
$106K 0.1%
+2,635
197
$105K 0.1%
+1,520
198
$105K 0.1%
+2,110
199
$105K 0.1%
+1,697
200
$104K 0.1%
+1,900
6 7
8
9 10