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
$264M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$595K
3
+$589K
4
VDE icon
Vanguard Energy ETF
VDE
+$513K
5
GLD icon
SPDR Gold Trust
GLD
+$483K

Top Sells

1
+$5.07M
2
+$2.64M
3
+$2.19M
4
PRU icon
Prudential Financial
PRU
+$580K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$502K

Sector Composition

1 Technology 10.58%
2 Financials 4.97%
3 Consumer Discretionary 3.12%
4 Industrials 3.05%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42.6K 0.02%
11,671
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264
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265
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266
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267
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