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
$236M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$1.27M
3
+$896K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$832K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$663K

Top Sells

1
+$960K
2
+$456K
3
+$383K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$347K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$302K

Sector Composition

1 Technology 6.84%
2 Financials 6.62%
3 Energy 4.24%
4 Consumer Staples 4.21%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.02%
12,599
+270
227
$9.06K ﹤0.01%
13,700
-1,500
228
– –
-10,116
229
– –
-2,180
230
– –
-14,200
231
– –
-96,530
232
– –
-5,248
233
– –
-15,000
234
– –
-4,163
235
– –
-837
236
– –
-3,810
6 7 8 9
10