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AWM
Accel Wealth Management Portfolio holdings
AUM
$444M
1-Year Est. Return
31.14%
This Fund
S&P 500
This Quarter
Est. Return
+13.51%
1 Year Est. Return
+31.14%
3 Year Est. Return
+77.38%
5 Year Est. Return
+70.38%
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
93.52%
Top 10 Holdings %
Top 10 Hldgs %
23.65%
Holding
857
New
796
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$4.02M |
| 2 |
Apple
AAPL
|
+$2.89M |
| 3 |
CAPD
iPath Shiller CAPE ETN
CAPD
|
+$2.77M |
| 4 |
Amazon
AMZN
|
+$2.74M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.56M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.1% |
| 2 | Financials | 5.85% |
| 3 | Consumer Discretionary | 5% |
| 4 | Industrials | 4.49% |
| 5 | Communication Services | 3.94% |
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Accel Wealth Management's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Accel Wealth Management, which disclosed 857 positions worth $107M. Its ten largest holdings account for 24% of the portfolio.
Its largest position is Vanguard High Dividend Yield ETF: 46,327 shares worth $4.24M.
By sector, the portfolio is most concentrated in Technology at 8.1% of assets, followed by Financials and Consumer Discretionary.
- Accel Wealth Management's largest Q4 2020 buy was Vanguard High Dividend Yield ETF: 46,327 shares worth $4.24M.
- Accel Wealth Management's ten largest holdings make up 24% of its $107M portfolio in Q4 2020.
- Accel Wealth Management disclosed 857 positions in Q4 2020, its first 13F filing on record.
Based on Accel Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.