AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$625K
3
+$535K
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$461K
5
GLD icon
SPDR Gold Trust
GLD
+$452K

Top Sells

1
+$762K
2
+$750K
3
+$241K
4
BHK icon
BlackRock Core Bond Trust
BHK
+$240K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$231K

Sector Composition

1 Technology 5.54%
2 Financials 4.65%
3 Industrials 3.43%
4 Consumer Discretionary 3.1%
5 Consumer Staples 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$72K 0.04%
1,309
277
$71K 0.04%
1,711
+8
278
$71K 0.04%
2,758
+7
279
$71K 0.04%
336
+2
280
$70K 0.04%
1,333
+246
281
$70K 0.04%
326
-13
282
$69K 0.04%
222
283
$69K 0.04%
688
+6
284
$68K 0.04%
454
+1
285
$68K 0.04%
1,608
-62
286
$67K 0.04%
637
+1
287
$67K 0.04%
958
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288
$67K 0.04%
1,359
+6
289
$66K 0.04%
255
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290
$66K 0.04%
2,477
+18
291
$66K 0.04%
1,983
292
$65K 0.04%
1,165
-484
293
$65K 0.04%
1,615
294
$65K 0.04%
494
+4
295
$64K 0.04%
761
+3
296
$64K 0.04%
519
-360
297
$64K 0.04%
5,238
+65
298
$63K 0.04%
1,250
299
$63K 0.04%
6,317
300
$62K 0.04%
1,667
+15
10 11
12
13 14