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
1
$4.24M 3.95%
+46,327
2
$3.19M 2.97%
+24,042
3
$2.95M 2.75%
+165,770
4
$2.79M 2.6%
+17,160
5
$2.57M 2.39%
+21,729
6
$2.23M 2.08%
+49,739
7
$1.97M 1.83%
+56,157
8
$1.91M 1.78%
+27,766
9
$1.91M 1.78%
+21,780
10
$1.63M 1.51%
+91,032
11
$1.52M 1.42%
+99,864
12
$1.5M 1.4%
+38,980
13
$1.43M 1.33%
+35,234
14
$1.42M 1.32%
+9,545
15
$1.38M 1.29%
+23,860
16
$1.25M 1.17%
+65,329
17
$1.21M 1.13%
+4,513
18
$1.17M 1.09%
+36,361
19
$1.13M 1.05%
+8,164
20
$1.13M 1.05%
+151,458
21
$1.01M 0.94%
+5,175
22
$995K 0.93%
+7,831
23
$929K 0.87%
+5,206
24
$905K 0.84%
+4,068
25
$896K 0.83%
+11,478
1
2 3 4 5