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
726
$6K ﹤0.01%
40
727
$6K ﹤0.01%
133
728
$6K ﹤0.01%
604
+11
729
$5K ﹤0.01%
1,250
730
$5K ﹤0.01%
48
731
$5K ﹤0.01%
70
732
$5K ﹤0.01%
+200
733
$5K ﹤0.01%
103
734
$5K ﹤0.01%
99
735
$5K ﹤0.01%
500
736
$5K ﹤0.01%
189
737
$5K ﹤0.01%
44
738
$5K ﹤0.01%
512
739
$5K ﹤0.01%
938
740
$5K ﹤0.01%
23
741
$5K ﹤0.01%
100
742
$5K ﹤0.01%
85
+1
743
$5K ﹤0.01%
15
744
$5K ﹤0.01%
100
745
$5K ﹤0.01%
62
746
$5K ﹤0.01%
135
747
$5K ﹤0.01%
210
748
$5K ﹤0.01%
109
749
$5K ﹤0.01%
59
750
$5K ﹤0.01%
163
28 29
30
31 32