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
1
$15.2M 4.41%
222,820
+6,827
2
$12.4M 3.61%
389,458
+59,958
3
$12M 3.5%
243,845
+7,196
4
$8.55M 2.49%
26,064
+1,372
5
$7.83M 2.28%
41,982
+4,173
6
$7.41M 2.15%
29,090
-441
7
$6.88M 2%
11,462
+1,435
8
$6.85M 1.99%
31,200
-1,847
9
$6.79M 1.98%
470,402
+36,117
10
$6.34M 1.84%
33,978
-16
11
$6.14M 1.79%
35,160
-822
12
$5.94M 1.73%
88,284
+26,625
13
$5.58M 1.62%
39,565
-558
14
$5.11M 1.49%
121,667
+58,034
15
$4.99M 1.45%
9,628
-105
16
$4.92M 1.43%
23,495
+4,742
17
$4.46M 1.3%
87,881
+49,899
18
$4.46M 1.3%
101,492
+48,990
19
$3.98M 1.16%
39,683
+6,309
20
$3.75M 1.09%
15,441
-208
21
$3.35M 0.98%
112,777
-8,283
22
$3.35M 0.97%
72,720
+5,582
23
$3.28M 0.95%
5,356
+75
24
$3.22M 0.94%
69,842
+46,508
25
$3.2M 0.93%
7,001
-244
1
2 3 4 5