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
676
$6K ﹤0.01%
250
-475
677
$6K ﹤0.01%
79
+63
678
$6K ﹤0.01%
10
-25
679
$6K ﹤0.01%
200
680
$6K ﹤0.01%
123
681
$6K ﹤0.01%
40
682
$6K ﹤0.01%
+133
683
$6K ﹤0.01%
60
684
$6K ﹤0.01%
51
+1
685
$6K ﹤0.01%
250
-1,100
686
$6K ﹤0.01%
593
+6
687
$6K ﹤0.01%
+1,250
688
$6K ﹤0.01%
116
+86
689
$6K ﹤0.01%
183
+2
690
$5K ﹤0.01%
48
691
$5K ﹤0.01%
100
692
$5K ﹤0.01%
187
+3
693
$5K ﹤0.01%
103
694
$5K ﹤0.01%
39
695
$5K ﹤0.01%
100
696
$5K ﹤0.01%
189
697
$5K ﹤0.01%
+14
698
$5K ﹤0.01%
62
699
$5K ﹤0.01%
3,000
700
$5K ﹤0.01%
59
26 27
28
29 30