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
651
$10K 0.01%
275
+5
652
$10K 0.01%
25
653
$10K 0.01%
164
+2
654
$10K 0.01%
221
655
$10K 0.01%
74
+14
656
$9K 0.01%
101
657
$9K 0.01%
+225
658
$9K 0.01%
146
659
$9K 0.01%
165
660
$9K 0.01%
144
661
$9K 0.01%
92
662
$9K 0.01%
654
+10
663
$9K 0.01%
35
664
$9K 0.01%
+1,000
665
$9K 0.01%
300
666
$9K 0.01%
600
667
$9K 0.01%
108
-60
668
$9K 0.01%
189
669
$9K 0.01%
91
670
$9K 0.01%
1,000
671
$9K 0.01%
189
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672
$9K 0.01%
366
673
$9K 0.01%
283
674
$9K 0.01%
631
+2
675
$9K 0.01%
135
25 26
27
28 29