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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
101
$786K 0.23%
1,768
+87
102
$781K 0.23%
40,189
-6,388
103
$780K 0.23%
1,062
+269
104
$779K 0.23%
1,560
+112
105
$769K 0.22%
1,530
-119
106
$761K 0.22%
21,612
+100
107
$746K 0.22%
7,713
+2,339
108
$739K 0.22%
15,518
+15
109
$727K 0.21%
9,025
+1,600
110
$726K 0.21%
4,340
+28
111
$723K 0.21%
7,019
+84
112
$722K 0.21%
946
-25
113
$718K 0.21%
7,508
+1,260
114
$713K 0.21%
1,451
+2
115
$706K 0.21%
6,257
-392
116
$692K 0.2%
10,243
+83
117
$680K 0.2%
+13,646
118
$677K 0.2%
29,080
-1,415
119
$669K 0.19%
3,373
+582
120
$662K 0.19%
2,602
+106
121
$639K 0.19%
1,941
-871
122
$636K 0.19%
1,333
+2
123
$622K 0.18%
32,901
+10,945
124
$621K 0.18%
62,485
-2,496
125
$618K 0.18%
8,188
-307
3 4
5
6 7