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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
726
$4K ﹤0.01%
103
727
$4K ﹤0.01%
33
-19
728
$4K ﹤0.01%
320
-244
729
$4K ﹤0.01%
99
730
$4K ﹤0.01%
+100
731
$4K ﹤0.01%
205
-688
732
$4K ﹤0.01%
23
733
$4K ﹤0.01%
283
734
$4K ﹤0.01%
38
735
$4K ﹤0.01%
33
736
$4K ﹤0.01%
512
737
$4K ﹤0.01%
105
738
$4K ﹤0.01%
100
739
$4K ﹤0.01%
100
740
$4K ﹤0.01%
135
741
$4K ﹤0.01%
163
742
$4K ﹤0.01%
205
743
$4K ﹤0.01%
7,830
744
$3K ﹤0.01%
131
745
$3K ﹤0.01%
149
746
$3K ﹤0.01%
206
+1
747
$3K ﹤0.01%
152
+2
748
$3K ﹤0.01%
81
749
$3K ﹤0.01%
52
750
$3K ﹤0.01%
45
28 29
30
31 32