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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
$123M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$870K
3
+$687K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$549K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$541K

Top Sells

1
+$713K
2
+$329K
3
+$267K
4
MDU icon
MDU Resources
MDU
+$168K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$143K

Sector Composition

1 Technology 7.14%
2 Financials 5.77%
3 Consumer Discretionary 4.72%
4 Industrials 4.42%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$52K 0.04%
958
+2
302
$52K 0.04%
140
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303
$52K 0.04%
1,337
-104
304
$52K 0.04%
920
305
$51K 0.04%
392
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306
$51K 0.04%
215
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307
$51K 0.04%
580
308
$51K 0.04%
1,200
309
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310
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1,308
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311
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12,000
312
$51K 0.04%
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313
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314
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1,207
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315
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316
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768
317
$49K 0.04%
1,512
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318
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325
$47K 0.04%
1,439
+160
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