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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
551
$14K 0.01%
313
+3
552
$14K 0.01%
100
553
$14K 0.01%
45
554
$14K 0.01%
2,107
+24
555
$14K 0.01%
195
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556
$14K 0.01%
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557
$14K 0.01%
500
-100
558
$14K 0.01%
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559
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560
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561
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156
562
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321
563
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521
564
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565
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566
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567
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568
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161
569
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570
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573
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574
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575
$12K 0.01%
3,000
21 22
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24 25