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
801
$2K ﹤0.01%
35
+2
802
$2K ﹤0.01%
42
+1
803
$2K ﹤0.01%
35
804
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52
+1
805
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49
806
$2K ﹤0.01%
238
+4
807
$2K ﹤0.01%
37
+1
808
$2K ﹤0.01%
100
809
$2K ﹤0.01%
26
810
$2K ﹤0.01%
6
811
$2K ﹤0.01%
77
+1
812
$2K ﹤0.01%
14
813
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38
-43
814
$2K ﹤0.01%
20
815
$2K ﹤0.01%
150
816
$1K ﹤0.01%
33
817
$1K ﹤0.01%
11
+7
818
$1K ﹤0.01%
17
819
$1K ﹤0.01%
334
820
$1K ﹤0.01%
100
-1,300
821
$1K ﹤0.01%
54
+1
822
$1K ﹤0.01%
+48
823
$1K ﹤0.01%
106
824
$1K ﹤0.01%
10
825
$1K ﹤0.01%
27
31 32
33
34 35