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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.08M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$2.07M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.83M

Top Sells

1
+$1.01M
2
+$698K
3
+$543K
4
AMZN icon
Amazon
AMZN
+$418K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$361K

Sector Composition

1 Technology 10.13%
2 Financials 4.16%
3 Industrials 3.66%
4 Consumer Discretionary 2.54%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.07%
13,121
-4,366
227
$251K 0.07%
1,725
+14
228
$250K 0.07%
4,517
-973
229
$248K 0.07%
3,046
+52
230
$248K 0.07%
6,877
+1,075
231
$247K 0.07%
2,196
232
$246K 0.07%
1,181
-493
233
$246K 0.07%
13,840
+6
234
$245K 0.07%
1,375
235
$241K 0.07%
9,146
+19
236
$238K 0.07%
+11,757
237
$236K 0.07%
3,260
238
$236K 0.07%
+933
239
$235K 0.07%
+3,294
240
$234K 0.07%
1,408
-290
241
$233K 0.07%
2,447
-123
242
$231K 0.07%
+1,089
243
$231K 0.07%
6,916
244
$231K 0.07%
15,348
-5,696
245
$229K 0.07%
493
+1
246
$228K 0.07%
+1,534
247
$225K 0.07%
2,253
248
$225K 0.07%
2,369
+22
249
$220K 0.06%
+5,709
250
$220K 0.06%
10,408
+736
8 9
10
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