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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
701
$5K ﹤0.01%
61
702
$5K ﹤0.01%
133
703
$5K ﹤0.01%
215
-119
704
$5K ﹤0.01%
48
705
$5K ﹤0.01%
50
706
$5K ﹤0.01%
200
707
$5K ﹤0.01%
110
708
$5K ﹤0.01%
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709
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29
710
$5K ﹤0.01%
938
711
$5K ﹤0.01%
200
712
$5K ﹤0.01%
217
713
$5K ﹤0.01%
85
714
$5K ﹤0.01%
15
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$5K ﹤0.01%
62
716
$5K ﹤0.01%
135
717
$5K ﹤0.01%
210
718
$5K ﹤0.01%
109
719
$5K ﹤0.01%
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720
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93
-29
721
$5K ﹤0.01%
78
722
$5K ﹤0.01%
100
723
$4K ﹤0.01%
40
-145
724
$4K ﹤0.01%
200
725
$4K ﹤0.01%
730
27 28
29
30 31