AWM
Accel Wealth Management Portfolio holdings
AUM
$383M
1-Year Est. Return
20.12%
This Fund
S&P 500
1 Year Est. Return
+20.12%
AUM
$151M
AUM Growth
+$27.4M
(+22%)
Holding
943
Top Buys
| 1 | +$2.1M | |
| 2 | +$2.03M | |
| 3 | +$1.48M | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$1.37M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.34M |
Top Sells
| 1 | +$1.92M | |
| 2 | +$1.4M | |
| 3 | +$868K | |
| 4 |
Exxon Mobil
XOM
|
+$301K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$213K |
Sector Composition
| 1 | Technology | 6.92% |
| 2 | Financials | 5.18% |
| 3 | Consumer Discretionary | 4.22% |
| 4 | Industrials | 3.98% |
| 5 | Communication Services | 3.56% |