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
$344M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.08M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$2.07M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.83M

Top Sells

1
+$1.01M
2
+$698K
3
+$543K
4
AMZN icon
Amazon
AMZN
+$418K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$361K

Sector Composition

1 Technology 10.13%
2 Financials 4.16%
3 Industrials 3.66%
4 Consumer Discretionary 2.54%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.52%
28,830
-5,527
52
$1.72M 0.5%
33,107
-675
53
$1.71M 0.5%
+24,289
54
$1.69M 0.49%
38,850
-4,630
55
$1.64M 0.48%
48,771
-1,903
56
$1.63M 0.47%
100,781
-4,847
57
$1.56M 0.45%
2,328
-43
58
$1.56M 0.45%
73,182
-628
59
$1.52M 0.44%
20,691
-4,159
60
$1.51M 0.44%
9,858
-143
61
$1.51M 0.44%
5,810
-2,163
62
$1.48M 0.43%
39,031
+25,969
63
$1.38M 0.4%
23,077
-4,105
64
$1.36M 0.4%
23,053
-11,988
65
$1.35M 0.39%
62,282
+998
66
$1.3M 0.38%
52,703
+31,086
67
$1.29M 0.37%
19,828
+3,289
68
$1.26M 0.37%
61,862
+10,452
69
$1.25M 0.36%
39,673
-1,957
70
$1.24M 0.36%
4,409
-1
71
$1.23M 0.36%
4,178
+1,703
72
$1.22M 0.36%
40,226
-1,205
73
$1.2M 0.35%
26,284
-4,670
74
$1.2M 0.35%
6,137
+4,604
75
$1.19M 0.35%
22,815
-4,150
1 2
3
4 5