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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
276
$68K 0.02%
11,671
+1,004
277
$39.8K 0.01%
44,582
+2,000
278
$6.71K ﹤0.01%
+85,987
279
– –
-16,040
280
– –
-2,563
281
– –
-12,410
282
– –
-1,735
283
– –
-5,661
284
– –
-4,623
285
– –
-4,712
286
– –
-6,678
287
– –
-10,031
288
– –
-1,281
289
– –
-2,435
290
– –
-4,926
291
– –
-8,725
292
– –
-997
293
– –
-1,131
8 9 10 11
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