We are live on ! Find out more
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
651
$7K 0.01%
2,500
-2,500
652
$7K 0.01%
135
-21
653
$7K 0.01%
200
654
$7K 0.01%
50
655
$7K 0.01%
68
656
$7K 0.01%
10
657
$7K 0.01%
562
658
$7K 0.01%
17
659
$7K 0.01%
192
660
$7K 0.01%
400
661
$7K 0.01%
332
+2
662
$7K 0.01%
293
663
$7K 0.01%
39
664
$6K ﹤0.01%
23
665
$6K ﹤0.01%
485
666
$6K ﹤0.01%
195
+75
667
$6K ﹤0.01%
205
668
$6K ﹤0.01%
828
669
$6K ﹤0.01%
500
670
$6K ﹤0.01%
100
671
$6K ﹤0.01%
500
672
$6K ﹤0.01%
+200
673
– –
-1
674
$6K ﹤0.01%
+80
675
$6K ﹤0.01%
27
25 26
27
28 29