We are live on ! Find out more
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
451
$23K 0.02%
+420
452
$22K 0.02%
925
453
$22K 0.02%
338
454
$22K 0.02%
103
455
$22K 0.02%
2,039
456
$22K 0.02%
143
457
$22K 0.02%
226
458
$22K 0.02%
571
+1
459
$22K 0.02%
712
+412
460
$22K 0.02%
820
461
$22K 0.02%
337
+201
462
$22K 0.02%
1,355
463
$22K 0.02%
259
464
$22K 0.02%
500
465
$22K 0.02%
831
466
$21K 0.02%
299
467
$21K 0.02%
328
468
$21K 0.02%
600
469
$20K 0.02%
305
470
$20K 0.02%
645
471
$20K 0.02%
1,915
472
$20K 0.02%
139
473
$20K 0.02%
240
-1,473
474
$20K 0.02%
200
475
$20K 0.02%
325
17 18
19
20 21