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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
$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
801
$3K ﹤0.01%
211
+1
802
$3K ﹤0.01%
3,000
803
$3K ﹤0.01%
205
804
$3K ﹤0.01%
51
805
$3K ﹤0.01%
100
806
$3K ﹤0.01%
43
807
$3K ﹤0.01%
300
808
$3K ﹤0.01%
56
809
$3K ﹤0.01%
163
810
$2K ﹤0.01%
52
811
$2K ﹤0.01%
+27
812
$2K ﹤0.01%
320
813
$2K ﹤0.01%
86
814
$2K ﹤0.01%
36
815
$2K ﹤0.01%
+47
816
$2K ﹤0.01%
30
817
$2K ﹤0.01%
+225
818
$2K ﹤0.01%
2
819
$2K ﹤0.01%
32
820
$2K ﹤0.01%
103
+3
821
$2K ﹤0.01%
75
822
$2K ﹤0.01%
28
823
$2K ﹤0.01%
81
824
$2K ﹤0.01%
7,830
825
$2K ﹤0.01%
38
31 32
33
34 35