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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
526
$16K 0.01%
500
527
$16K 0.01%
159
528
$15K 0.01%
150
-120
529
$15K 0.01%
350
530
$15K 0.01%
60
531
$15K 0.01%
1,444
532
$15K 0.01%
645
533
$15K 0.01%
+175
534
$15K 0.01%
1,058
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535
$15K 0.01%
687
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536
$15K 0.01%
4,000
537
$15K 0.01%
300
538
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539
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540
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541
$15K 0.01%
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542
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543
$15K 0.01%
123
544
$14K 0.01%
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545
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$14K 0.01%
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548
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549
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$14K 0.01%
208
+128
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