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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
176
$387K 0.11%
+11,152
177
$386K 0.11%
14,922
-2,787
178
$381K 0.11%
7,040
+103
179
$378K 0.11%
3,723
-92
180
$372K 0.11%
10,615
-2,282
181
$366K 0.11%
644
-16
182
$360K 0.1%
13,912
+1,560
183
$358K 0.1%
1,273
-31
184
$355K 0.1%
1,069
-737
185
$350K 0.1%
8,172
-386
186
$349K 0.1%
3,695
-155
187
$345K 0.1%
3,236
-223
188
$341K 0.1%
5,387
-105
189
$340K 0.1%
3,312
-519
190
$339K 0.1%
7,016
+19
191
$333K 0.1%
11,793
-2,335
192
$332K 0.1%
9,640
-479
193
$331K 0.1%
2,468
-98
194
$329K 0.1%
5,770
-1,946
195
$329K 0.1%
3,525
+128
196
$325K 0.09%
+3,862
197
$321K 0.09%
6,065
-500
198
$318K 0.09%
1,046
-51
199
$315K 0.09%
4,015
-531
200
$314K 0.09%
3,896
+326
6 7
8
9 10