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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
$344M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.08M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$2.07M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.83M

Top Sells

1
+$1.01M
2
+$698K
3
+$543K
4
AMZN icon
Amazon
AMZN
+$418K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$361K

Sector Composition

1 Technology 10.13%
2 Financials 4.16%
3 Industrials 3.66%
4 Consumer Discretionary 2.54%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.34%
49,749
-1,000
77
$1.17M 0.34%
34,070
-85
78
$1.13M 0.33%
13,434
+562
79
$1.11M 0.32%
5,977
-346
80
$1.09M 0.32%
10,540
-478
81
$1.08M 0.31%
21,320
+10,845
82
$1.06M 0.31%
19,228
-2,410
83
$1.04M 0.3%
18,991
-342
84
$1.03M 0.3%
4,443
-387
85
$1.02M 0.3%
21,692
-699
86
$989K 0.29%
15,205
+10,585
87
$983K 0.29%
4,035
+21
88
$957K 0.28%
6,161
-305
89
$928K 0.27%
+2,844
90
$916K 0.27%
7,820
+5,816
91
$908K 0.26%
13,258
-1,705
92
$865K 0.25%
47,430
-2,284
93
$862K 0.25%
7,775
+878
94
$856K 0.25%
5,293
-30
95
$855K 0.25%
3,723
-258
96
$845K 0.25%
27,958
-1,566
97
$814K 0.24%
42,023
+316
98
$813K 0.24%
3,358
-183
99
$802K 0.23%
1,316
+3
100
$793K 0.23%
15,367
-786
2 3
4
5 6