AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$686K
3
+$541K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$435K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$370K

Top Sells

1
+$2.89M
2
+$387K
3
+$359K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$358K
5
BMY icon
Bristol-Myers Squibb
BMY
+$281K

Sector Composition

1 Technology 9.63%
2 Financials 4.64%
3 Industrials 4%
4 Consumer Discretionary 2.92%
5 Energy 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K 0.09%
2,613
-312
202
$278K 0.09%
3,925
+76
203
$278K 0.09%
10,031
+1,401
204
$271K 0.09%
+2,904
205
$269K 0.09%
2,409
-111
206
$269K 0.09%
+528
207
$266K 0.09%
+1,533
208
$263K 0.09%
5,937
+4
209
$261K 0.09%
+4,620
210
$260K 0.09%
4,599
+20
211
$259K 0.09%
7,236
+5
212
$259K 0.09%
+2,994
213
$255K 0.09%
4,062
+7
214
$251K 0.08%
2,418
+9
215
$249K 0.08%
+3,942
216
$246K 0.08%
+1,698
217
$246K 0.08%
5,661
+62
218
$243K 0.08%
3,570
+245
219
$242K 0.08%
440
+3
220
$240K 0.08%
1,375
221
$237K 0.08%
2,196
-115
222
$237K 0.08%
13,834
+7
223
$234K 0.08%
3,155
224
$231K 0.08%
1,711
+57
225
$231K 0.08%
+2,338
7 8
9
10 11