AWM
Accel Wealth Management Portfolio holdings
AUM
$344M
1-Year Est. Return
18.39%
1 Year Est. Return
+18.39%
AUM
$300M
AUM Growth
+$22.9M
(+8.3%)
Holding
280
Top Buys
| 1 | +$732K | |
| 2 | +$686K | |
| 3 | +$541K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$435K |
| 5 |
Capital Group Growth ETF
CGGR
|
+$370K |
Top Sells
| 1 | +$2.89M | |
| 2 | +$387K | |
| 3 | +$359K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$358K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Schwab US Dividend Equity ETF
SCHD
$70.4B
| – | – |
-9,275
|
|
||
277
UnitedHealth
UNH
$296B
| – | – |
-492
|
|
||
278
Energy Fuels
UUUU
$3.45B
| – | – |
-11,452
|
|
||
279
Vanguard Financials ETF
VFH
$13B
| – | – |
-1,796
|
|
||
280
Vodafone
VOD
$29.3B
| – | – |
-25,375
|
|