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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
651
$8K 0.01%
135
652
$8K 0.01%
250
653
$8K 0.01%
350
-1,635
654
$8K 0.01%
101
655
$8K 0.01%
126
656
$8K 0.01%
+130
657
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10
658
$8K 0.01%
50
659
$8K 0.01%
283
660
$8K 0.01%
293
661
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100
662
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300
663
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87
664
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160
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665
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666
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60
667
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280
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668
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93
669
$8K 0.01%
100
670
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100
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673
$7K ﹤0.01%
100
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674
$7K ﹤0.01%
192
675
$7K ﹤0.01%
467
25 26
27
28 29