AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,265
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.02M
3
+$2.6M
4
VTV icon
Vanguard Value ETF
VTV
+$1.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M

Top Sells

1
+$1.75M
2
+$271K
3
+$240K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$234K
5
IP icon
International Paper
IP
+$226K

Sector Composition

1 Technology 5.99%
2 Financials 5.51%
3 Energy 4.2%
4 Industrials 3.15%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.96%
5,139
+200
27
$1.74M 0.96%
299,900
+27,591
28
$1.71M 0.94%
3,848
+3,557
29
$1.71M 0.94%
83,894
+1,186
30
$1.69M 0.93%
35,939
+3,322
31
$1.68M 0.93%
97,728
+4,515
32
$1.64M 0.9%
119,061
+6,876
33
$1.62M 0.89%
8,309
+579
34
$1.54M 0.85%
9,500
+355
35
$1.54M 0.85%
79,310
+7,574
36
$1.53M 0.84%
6,257
+38
37
$1.51M 0.83%
6,584
+66
38
$1.48M 0.81%
47,766
-3,147
39
$1.46M 0.8%
31,582
+30,143
40
$1.4M 0.77%
15,923
+5,923
41
$1.4M 0.77%
33,110
+5,620
42
$1.34M 0.74%
39,293
-2,331
43
$1.29M 0.71%
30,804
-5,220
44
$1.27M 0.7%
14,612
+13,422
45
$1.17M 0.65%
12,632
-235
46
$1.14M 0.63%
7,828
+124
47
$1.12M 0.61%
2,740
+1,072
48
$1.11M 0.61%
9,554
+5,004
49
$1.11M 0.61%
7,831
-503
50
$1.07M 0.59%
9,978
+1,102
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