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
101
$435K 0.24%
2,869
-19
102
$433K 0.24%
2,176
+1,780
103
$404K 0.22%
9,550
-215
104
$400K 0.22%
16,989
+6
105
$398K 0.22%
6,380
-48
106
$388K 0.21%
10,420
-1,105
107
$382K 0.21%
30,409
-2,743
108
$378K 0.21%
2,844
-578
109
$375K 0.21%
10,614
+327
110
$371K 0.2%
3,260
+30
111
$369K 0.2%
1,749
-16
112
$361K 0.2%
4,023
+3
113
$361K 0.2%
784
+22
114
$348K 0.19%
4,697
-84
115
$335K 0.18%
8,158
+287
116
$324K 0.18%
+4,199
117
$324K 0.18%
3,523
118
$318K 0.18%
678
+485
119
$316K 0.17%
6,115
+9
120
$314K 0.17%
2,677
+45
121
$310K 0.17%
2,982
+1,277
122
$308K 0.17%
7,846
+2,293
123
$305K 0.17%
7,650
+256
124
$303K 0.17%
4,077
-124
125
$300K 0.17%
16,969
-267
3 4
5
6 7