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
776
$3K ﹤0.01%
86
777
$3K ﹤0.01%
54
778
$3K ﹤0.01%
15
779
$3K ﹤0.01%
7
780
$3K ﹤0.01%
47
+1
781
$3K ﹤0.01%
2
782
$3K ﹤0.01%
149
+79
783
$3K ﹤0.01%
70
784
$3K ﹤0.01%
205
+2
785
$3K ﹤0.01%
+12
786
$3K ﹤0.01%
+150
787
$3K ﹤0.01%
81
788
$3K ﹤0.01%
93
789
$2K ﹤0.01%
30
790
$2K ﹤0.01%
12
791
$2K ﹤0.01%
22
792
$2K ﹤0.01%
45
793
$2K ﹤0.01%
129
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794
$2K ﹤0.01%
20
795
$2K ﹤0.01%
10
796
$2K ﹤0.01%
22
797
$2K ﹤0.01%
+100
798
$2K ﹤0.01%
46
799
$2K ﹤0.01%
14
+1
800
$2K ﹤0.01%
36
+2
30 31
32
33 34