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
751
$5K ﹤0.01%
61
752
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753
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515
+9
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+1
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761
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762
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38
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210
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764
$4K ﹤0.01%
33
765
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+132
766
$4K ﹤0.01%
105
767
$4K ﹤0.01%
135
768
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5
769
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93
+1
770
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771
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78
772
$3K ﹤0.01%
52
773
$3K ﹤0.01%
39
+1
774
$3K ﹤0.01%
46
775
$3K ﹤0.01%
28
+1
29 30
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32 33