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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
576
$13K 0.01%
874
+10
577
$12K 0.01%
+51
578
$12K 0.01%
2,000
579
$12K 0.01%
1,000
580
$12K 0.01%
201
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581
$12K 0.01%
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582
$12K 0.01%
747
583
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150
584
$12K 0.01%
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585
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275
586
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220
587
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24
588
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589
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590
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264
591
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592
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593
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594
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595
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598
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599
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22 23
24
25 26