We are live on ! Find out more
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
201
$314K 0.09%
4,297
-497
202
$311K 0.09%
2,714
-850
203
$309K 0.09%
2,613
204
$309K 0.09%
20,575
-5,592
205
$304K 0.09%
6,928
-1,027
206
$299K 0.09%
4,897
+407
207
$297K 0.09%
+1,263
208
$296K 0.09%
3,699
+6
209
$294K 0.09%
3,003
+99
210
$293K 0.09%
2,367
+29
211
$292K 0.09%
4,878
+279
212
$291K 0.08%
968
+103
213
$282K 0.08%
+1,935
214
$281K 0.08%
2,340
+20
215
$279K 0.08%
7,232
-4
216
$279K 0.08%
10,591
-2,561
217
$275K 0.08%
5,938
+1
218
$274K 0.08%
2,432
+14
219
$270K 0.08%
2,308
-101
220
$267K 0.08%
1,386
+7
221
$266K 0.08%
16,378
-2,131
222
$265K 0.08%
541
+13
223
$258K 0.08%
4,068
+6
224
$256K 0.07%
3,864
-61
225
$256K 0.07%
3,792
-150
7 8
9
10 11