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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
126
$617K 0.18%
+13,964
127
$609K 0.18%
37,872
+7,755
128
$600K 0.17%
10,042
-231
129
$594K 0.17%
8,687
-2,782
130
$585K 0.17%
8,551
-355
131
$579K 0.17%
70,665
-2,751
132
$577K 0.17%
13,284
-999
133
$576K 0.17%
7,840
+216
134
$571K 0.17%
39,055
-13,582
135
$567K 0.16%
2,030
-198
136
$563K 0.16%
13,412
-2,369
137
$561K 0.16%
704
+4
138
$545K 0.16%
588
-112
139
$538K 0.16%
3,234
-283
140
$532K 0.15%
28,130
-4,100
141
$530K 0.15%
5,680
+384
142
$529K 0.15%
3,263
-199
143
$524K 0.15%
3,233
-151
144
$524K 0.15%
23,498
-7,979
145
$509K 0.15%
3,598
+79
146
$506K 0.15%
1,484
-90
147
$496K 0.14%
+3,656
148
$489K 0.14%
865
+25
149
$479K 0.14%
3,398
+62
150
$475K 0.14%
1,390
+10
4 5
6
7 8