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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
776
$2K ﹤0.01%
13
777
$2K ﹤0.01%
34
778
$2K ﹤0.01%
30
779
$2K ﹤0.01%
12
780
$2K ﹤0.01%
2
781
$2K ﹤0.01%
33
782
$2K ﹤0.01%
41
783
$2K ﹤0.01%
35
784
$2K ﹤0.01%
400
785
$1K ﹤0.01%
334
786
$1K ﹤0.01%
53
+1
787
$1K ﹤0.01%
30
788
$1K ﹤0.01%
106
789
$1K ﹤0.01%
+23
790
$1K ﹤0.01%
+49
791
$1K ﹤0.01%
9
792
$1K ﹤0.01%
33
793
$1K ﹤0.01%
10
794
$1K ﹤0.01%
27
795
$1K ﹤0.01%
+70
796
$1K ﹤0.01%
7
797
$1K ﹤0.01%
106
798
$1K ﹤0.01%
118
799
$1K ﹤0.01%
26
800
$1K ﹤0.01%
8
30 31
32
33 34