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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
726
$4K ﹤0.01%
100
727
$4K ﹤0.01%
15
728
$4K ﹤0.01%
210
729
$4K ﹤0.01%
163
730
$4K ﹤0.01%
81
-131
731
$4K ﹤0.01%
+61
732
$4K ﹤0.01%
45
-15
733
$3K ﹤0.01%
26
734
$3K ﹤0.01%
126
735
$3K ﹤0.01%
200
-260
736
$3K ﹤0.01%
46
737
$3K ﹤0.01%
+5
738
$3K ﹤0.01%
203
+2
739
$3K ﹤0.01%
52
740
$3K ﹤0.01%
+45
741
$3K ﹤0.01%
27
742
$3K ﹤0.01%
+86
743
$3K ﹤0.01%
54
744
$3K ﹤0.01%
15
745
$3K ﹤0.01%
7
746
$3K ﹤0.01%
+56
747
$3K ﹤0.01%
33
+19
748
$3K ﹤0.01%
46
749
$3K ﹤0.01%
56
+1
750
$3K ﹤0.01%
70
28 29
30
31 32