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
+$859K
2
+$625K
3
+$535K
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$461K
5
GLD icon
SPDR Gold Trust
GLD
+$452K

Top Sells

1
+$762K
2
+$750K
3
+$241K
4
BHK icon
BlackRock Core Bond Trust
BHK
+$240K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$231K

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
651
$10K 0.01%
275
+5
652
$10K 0.01%
25
653
$10K 0.01%
164
+2
654
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221
655
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74
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656
$9K 0.01%
101
657
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+225
658
$9K 0.01%
91
659
$9K 0.01%
1,000
660
$9K 0.01%
189
+31
661
$9K 0.01%
366
662
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283
663
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631
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664
$9K 0.01%
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665
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666
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144
667
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668
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654
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669
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670
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671
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300
672
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600
673
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108
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674
$9K 0.01%
189
675
$9K 0.01%
135
25 26
27
28 29