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
201
$104K 0.1%
+1,190
202
$104K 0.1%
+2,157
203
$103K 0.1%
+3,032
204
$102K 0.1%
+285
205
$100K 0.09%
+2,315
206
$98K 0.09%
+417
207
$97K 0.09%
+1,585
208
$97K 0.09%
+925
209
$96K 0.09%
+823
210
$96K 0.09%
+3,780
211
$95K 0.09%
+1,472
212
$92K 0.09%
+838
213
$91K 0.08%
+2,070
214
$89K 0.08%
+388
215
$88K 0.08%
+1,885
216
$87K 0.08%
+1,116
217
$87K 0.08%
+541
218
$85K 0.08%
+709
219
$85K 0.08%
+438
220
$84K 0.08%
+2,239
221
$84K 0.08%
+1,690
222
$83K 0.08%
+221
223
$83K 0.08%
+325
224
$82K 0.08%
+1,192
225
$81K 0.08%
+1,639