AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$686K
3
+$541K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$435K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$370K

Top Sells

1
+$2.89M
2
+$387K
3
+$359K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$358K
5
BMY icon
Bristol-Myers Squibb
BMY
+$281K

Sector Composition

1 Technology 9.63%
2 Financials 4.64%
3 Industrials 4%
4 Consumer Discretionary 2.92%
5 Energy 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.08%
+5,802
227
$229K 0.08%
997
-9
228
$229K 0.08%
+690
229
$229K 0.08%
1,379
-5
230
$228K 0.08%
2,435
-1,590
231
$224K 0.07%
+2,570
232
$224K 0.07%
44,200
+150
233
$223K 0.07%
+9,127
234
$223K 0.07%
+865
235
$221K 0.07%
4,490
+132
236
$220K 0.07%
6,916
237
$218K 0.07%
+3,260
238
$217K 0.07%
492
-114
239
$216K 0.07%
2,347
+40
240
$213K 0.07%
2,253
241
$213K 0.07%
+501
242
$211K 0.07%
1,131
243
$211K 0.07%
10,150
+150
244
$208K 0.07%
8,725
+109
245
$207K 0.07%
1,735
-105
246
$207K 0.07%
1,770
+100
247
$207K 0.07%
4,712
+26
248
$207K 0.07%
+1,571
249
$206K 0.07%
+4,220
250
$205K 0.07%
12,410
-4
8 9
10
11 12