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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
151
$474K 0.14%
14,097
+2
152
$472K 0.14%
2,489
-117
153
$470K 0.14%
4,254
-50
154
$464K 0.13%
4,438
+6
155
$463K 0.13%
952
-100
156
$462K 0.13%
39,817
-2,925
157
$456K 0.13%
3,478
-152
158
$455K 0.13%
2,671
+11
159
$454K 0.13%
4,352
-845
160
$453K 0.13%
+9,067
161
$448K 0.13%
1,890
-97
162
$448K 0.13%
+9,341
163
$434K 0.13%
5,172
-523
164
$434K 0.13%
1,159
-182
165
$430K 0.13%
+28,042
166
$430K 0.13%
3,475
+233
167
$430K 0.13%
8,363
+881
168
$429K 0.12%
7,602
+19
169
$423K 0.12%
1,961
+1
170
$414K 0.12%
13,253
-804
171
$409K 0.12%
6,064
+41
172
$402K 0.12%
4,114
-332
173
$392K 0.11%
1,826
+1
174
$392K 0.11%
6,163
-35
175
$389K 0.11%
9,367
+136
5 6
7
8 9