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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
376
$35K 0.03%
124
-44
377
$35K 0.03%
1,751
378
$35K 0.03%
1,200
379
$34K 0.03%
195
+1
380
$34K 0.03%
691
381
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211
382
$34K 0.03%
555
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383
$34K 0.03%
846
384
$34K 0.03%
61
385
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386
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509
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387
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388
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390
$32K 0.03%
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391
$32K 0.03%
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392
$32K 0.03%
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393
$32K 0.03%
1,315
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394
$32K 0.03%
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396
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397
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398
$31K 0.03%
266
399
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400
$31K 0.03%
981
14 15
16
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