AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.04M
3
+$1.56M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.36M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.34M

Top Sells

1
+$1.93M
2
+$1.48M
3
+$869K
4
XOM icon
Exxon Mobil
XOM
+$318K
5
BOND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7K ﹤0.01%
122
-223
702
$7K ﹤0.01%
124
+1
703
$7K ﹤0.01%
300
704
$7K ﹤0.01%
60
705
$7K ﹤0.01%
7,830
706
$7K ﹤0.01%
93
707
$6K ﹤0.01%
191
+4
708
$6K ﹤0.01%
730
709
$6K ﹤0.01%
110
+70
710
$6K ﹤0.01%
39
711
$6K ﹤0.01%
116
712
$6K ﹤0.01%
52
-16
713
$6K ﹤0.01%
185
+2
714
$6K ﹤0.01%
1,000
-3,000
715
$6K ﹤0.01%
66
+40
716
$6K ﹤0.01%
828
717
$6K ﹤0.01%
500
718
$6K ﹤0.01%
467
-326
719
$6K ﹤0.01%
17
+3
720
$6K ﹤0.01%
250
721
$6K ﹤0.01%
217
722
$6K ﹤0.01%
80
+1
723
$6K ﹤0.01%
3,000
724
$6K ﹤0.01%
200
725
$6K ﹤0.01%
108
27 28
29
30 31