AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
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 4.65%
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
676
$8K ﹤0.01%
475
677
$8K ﹤0.01%
351
+100
678
$8K ﹤0.01%
130
679
$8K ﹤0.01%
32
+4
680
$8K ﹤0.01%
85
681
$8K ﹤0.01%
150
682
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124
+1
683
$8K ﹤0.01%
250
684
$8K ﹤0.01%
24
+12
685
$8K ﹤0.01%
250
686
$8K ﹤0.01%
251
687
$8K ﹤0.01%
106
688
$8K ﹤0.01%
66
689
$8K ﹤0.01%
250
690
$8K ﹤0.01%
100
691
$7K ﹤0.01%
5,000
+1,000
692
$7K ﹤0.01%
212
693
$7K ﹤0.01%
211
694
$7K ﹤0.01%
+400
695
$7K ﹤0.01%
133
+30
696
$7K ﹤0.01%
170
+70
697
$7K ﹤0.01%
192
+2
698
$7K ﹤0.01%
100
699
$7K ﹤0.01%
109
700
$7K ﹤0.01%
67
26 27
28
29 30