Portfolio (Quarterly)
Guide ↗
Accel Wealth Management
· CIK 0001838226| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | MYO | MYOMO INC | Healthcare | 40,082.0 | $36K | 0.01% | NEW | — | $0.91 | +40.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
31.5%
Technology
24.9%
Industrials
9.7%
Consumer Cyclical
7.0%
Communication Services
5.8%
Consumer Defensive
4.9%
Energy
4.9%
Healthcare
3.8%
Utilities
2.9%
Real Estate
2.9%