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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
251
$218K 0.06%
1,570
+57
252
$218K 0.06%
4,120
-100
253
$216K 0.06%
44,200
254
$215K 0.06%
+4,933
255
$215K 0.06%
2,723
-432
256
$215K 0.06%
1,458
-113
257
$215K 0.06%
3,485
-5,912
258
$214K 0.06%
340
-100
259
$214K 0.06%
8,750
-100
260
$213K 0.06%
4,836
+21
261
$212K 0.06%
+1,495
262
$211K 0.06%
605
-85
263
$210K 0.06%
+8,257
264
$205K 0.06%
4,392
+68
265
$201K 0.06%
+4,450
266
$200K 0.06%
3,484
-150
267
$162K 0.05%
12,000
268
$157K 0.05%
11,996
269
$153K 0.04%
10,000
270
$152K 0.04%
10,155
+5
271
$133K 0.04%
12,000
+2,000
272
$132K 0.04%
11,000
-2,731
273
$122K 0.04%
12,000
274
$111K 0.03%
+24,200
275
$74.4K 0.02%
12,000
8 9 10
11
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