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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
351
$40K 0.03%
213
352
$39K 0.03%
1,292
353
$39K 0.03%
337
354
$39K 0.03%
180
355
$39K 0.03%
519
-31
356
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1,722
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357
$39K 0.03%
215
358
$39K 0.03%
1,100
359
$39K 0.03%
1,031
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360
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444
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361
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316
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362
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363
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434
364
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365
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366
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259
367
$37K 0.03%
168
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368
$37K 0.03%
802
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$37K 0.03%
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372
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2,553
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373
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268
374
$35K 0.03%
550
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375
$35K 0.03%
450
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