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
126
$295K 0.16%
+6,359
127
$291K 0.16%
3,223
-72
128
$286K 0.16%
3,777
+2,335
129
$284K 0.16%
3,176
+121
130
$280K 0.15%
+28,507
131
$280K 0.15%
1,563
-180
132
$277K 0.15%
7,590
+42
133
$276K 0.15%
5,258
+66
134
$275K 0.15%
+1,279
135
$273K 0.15%
6,697
-134
136
$265K 0.15%
+4,605
137
$264K 0.15%
3,180
-80
138
$257K 0.14%
6,481
+956
139
$255K 0.14%
1,206
+24
140
$253K 0.14%
5,738
+4,378
141
$250K 0.14%
+14,000
142
$249K 0.14%
5,042
+3,972
143
$241K 0.13%
3,189
+1,857
144
$241K 0.13%
2,883
+1,993
145
$236K 0.13%
2,807
-37
146
$236K 0.13%
4,249
+4,103
147
$235K 0.13%
1,423
+1,303
148
$234K 0.13%
3,769
-45
149
$234K 0.13%
1,424
+235
150
$223K 0.12%
+4,138
4 5
6
7 8