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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
626
$10K 0.01%
300
-770
627
$10K 0.01%
176
628
$10K 0.01%
+500
629
$10K 0.01%
79
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630
$10K 0.01%
530
631
$9K 0.01%
100
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632
$9K 0.01%
70
633
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+70
634
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635
$9K 0.01%
475
636
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20
637
$9K 0.01%
300
638
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120
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639
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640
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43
641
$9K 0.01%
128
642
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267
643
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212
644
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645
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646
$8K 0.01%
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647
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648
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649
$8K 0.01%
595
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650
$8K 0.01%
+607
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