AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$686K
3
+$541K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$435K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$370K

Top Sells

1
+$2.89M
2
+$387K
3
+$359K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$358K
5
BMY icon
Bristol-Myers Squibb
BMY
+$281K

Sector Composition

1 Technology 9.63%
2 Financials 4.64%
3 Industrials 4%
4 Consumer Discretionary 2.92%
5 Energy 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.56%
24,850
+850
52
$1.67M 0.56%
20,764
+1,364
53
$1.66M 0.55%
33,782
54
$1.59M 0.53%
10,001
+219
55
$1.59M 0.53%
105,628
+3,424
56
$1.55M 0.52%
27,182
+259
57
$1.51M 0.51%
73,810
-18,876
58
$1.47M 0.49%
2,371
59
$1.42M 0.47%
30,954
-655
60
$1.35M 0.45%
26,965
-100
61
$1.31M 0.44%
61,284
-343
62
$1.3M 0.43%
4,410
+13
63
$1.28M 0.43%
41,630
-1,029
64
$1.26M 0.42%
41,431
-1,909
65
$1.2M 0.4%
34,155
+285
66
$1.18M 0.4%
11,018
+778
67
$1.16M 0.39%
50,749
-500
68
$1.14M 0.38%
50,674
+41
69
$1.13M 0.38%
21,638
-7
70
$1.13M 0.38%
51,410
+1,064
71
$1.04M 0.35%
22,391
+879
72
$1.01M 0.34%
16,539
+1,258
73
$1.01M 0.34%
14,963
-209
74
$1M 0.33%
19,333
-9
75
$999K 0.33%
23,334
+16,026
1 2
3
4 5