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
$174M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$666K
3
+$590K
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$506K
5
GLD icon
SPDR Gold Trust
GLD
+$497K

Top Sells

1
+$806K
2
+$791K
3
+$263K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$254K
5
BHK icon
BlackRock Core Bond Trust
BHK
+$248K

Sector Composition

1 Technology 5.54%
2 Financials 4.68%
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
526
$18K 0.01%
820
527
$18K 0.01%
147
-18
528
$18K 0.01%
259
+16
529
$18K 0.01%
645
530
$18K 0.01%
335
531
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484
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532
$18K 0.01%
259
533
$18K 0.01%
409
+3
534
$18K 0.01%
+1,000
535
$18K 0.01%
93
536
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136
537
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166
-65
538
$18K 0.01%
120
539
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540
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+1,297
541
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542
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543
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544
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30
545
$17K 0.01%
58
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547
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1,185
548
$17K 0.01%
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549
$17K 0.01%
739
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550
$17K 0.01%
308
+2
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