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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
$344M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.08M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$2.07M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.83M

Top Sells

1
+$1.01M
2
+$698K
3
+$543K
4
AMZN icon
Amazon
AMZN
+$418K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$361K

Sector Composition

1 Technology 10.13%
2 Financials 4.16%
3 Industrials 3.66%
4 Consumer Discretionary 2.54%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 0.92%
8,914
-75
27
$3.17M 0.92%
20,720
+7,312
28
$3.13M 0.91%
10,519
+2,475
29
$3.02M 0.88%
22,299
+720
30
$2.99M 0.87%
13,845
+38
31
$2.56M 0.74%
15,302
+154
32
$2.54M 0.74%
8,061
-143
33
$2.5M 0.73%
13,696
+605
34
$2.46M 0.72%
86,912
-7,956
35
$2.46M 0.72%
144,596
-12,889
36
$2.35M 0.68%
95,919
-12,722
37
$2.29M 0.67%
13,383
-278
38
$2.22M 0.65%
364,162
-532
39
$2.2M 0.64%
26,572
+5,808
40
$2.18M 0.63%
40,433
+1,229
41
$2.16M 0.63%
6,542
+49
42
$2.11M 0.61%
85,150
-2,258
43
$2.06M 0.6%
34,927
+18,938
44
$2.04M 0.59%
9,563
+194
45
$1.99M 0.58%
14,192
-56
46
$1.97M 0.57%
15,636
-8,235
47
$1.96M 0.57%
43,377
+22,947
48
$1.95M 0.57%
24,354
+558
49
$1.87M 0.54%
9,874
+262
50
$1.87M 0.54%
40,401
-2,032
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