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
$182M
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,265
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.02M
3
+$2.6M
4
VTV icon
Vanguard Value ETF
VTV
+$1.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M

Top Sells

1
+$1.75M
2
+$271K
3
+$240K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$234K
5
IP icon
International Paper
IP
+$226K

Sector Composition

1 Technology 5.99%
2 Financials 5.51%
3 Energy 4.2%
4 Industrials 3.15%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$613K 0.34%
25,275
+500
77
$579K 0.32%
+17,794
78
$577K 0.32%
18,361
-500
79
$575K 0.32%
20,058
+85
80
$566K 0.31%
4,906
-8
81
$555K 0.31%
4,120
+114
82
$552K 0.3%
2,660
-60
83
$552K 0.3%
1,950
-59
84
$550K 0.3%
86,203
-742
85
$538K 0.3%
5,496
+137
86
$528K 0.29%
29,201
+1,295
87
$528K 0.29%
10,461
+5,301
88
$527K 0.29%
20,407
+19,115
89
$518K 0.28%
1,558
+17
90
$516K 0.28%
4,263
+262
91
$503K 0.28%
2,286
92
$502K 0.28%
6,641
+12
93
$498K 0.27%
5,651
-2,657
94
$480K 0.26%
18,436
+2,360
95
$472K 0.26%
4,399
+308
96
$471K 0.26%
7,722
-755
97
$461K 0.25%
5,320
+1,280
98
$454K 0.25%
6,801
-285
99
$449K 0.25%
3,771
-41
100
$439K 0.24%
16,158
+15,374
2 3
4
5 6