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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
$155M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$894K
3
+$847K
4
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$790K
5
GLD icon
SPDR Gold Trust
GLD
+$766K

Top Sells

1
+$1.62M
2
+$527K
3
+$434K
4
BUG icon
Global X Cybersecurity ETF
BUG
+$426K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$369K

Sector Composition

1 Technology 6.74%
2 Financials 5.37%
3 Consumer Discretionary 3.78%
4 Communication Services 3.65%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K 0.02%
691
377
$37K 0.02%
907
378
$36K 0.02%
1,450
379
$36K 0.02%
1,050
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380
$36K 0.02%
215
381
$36K 0.02%
639
-324
382
$36K 0.02%
193
383
$36K 0.02%
353
-90
384
$35K 0.02%
129
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385
$35K 0.02%
230
386
$34K 0.02%
1,347
+19
387
$34K 0.02%
807
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388
$34K 0.02%
268
389
$34K 0.02%
180
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390
$34K 0.02%
615
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391
$34K 0.02%
1,751
392
$33K 0.02%
807
393
$33K 0.02%
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394
$33K 0.02%
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395
$33K 0.02%
142
396
$33K 0.02%
3,000
397
$33K 0.02%
1,200
398
$33K 0.02%
676
399
$32K 0.02%
266
400
$32K 0.02%
2,148
+24
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16
17 18