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
801
$3K ﹤0.01%
300
802
$3K ﹤0.01%
100
803
$3K ﹤0.01%
135
804
$3K ﹤0.01%
211
+1
805
$3K ﹤0.01%
300
806
$3K ﹤0.01%
56
807
$3K ﹤0.01%
163
808
$3K ﹤0.01%
93
809
$2K ﹤0.01%
52
810
$2K ﹤0.01%
45
811
$2K ﹤0.01%
+44
812
$2K ﹤0.01%
103
+3
813
$2K ﹤0.01%
+43
814
$2K ﹤0.01%
+29
815
$2K ﹤0.01%
+22
816
$2K ﹤0.01%
100
817
$2K ﹤0.01%
730
818
$2K ﹤0.01%
+39
819
$2K ﹤0.01%
24
820
$2K ﹤0.01%
20
821
$2K ﹤0.01%
+27
822
$2K ﹤0.01%
320
823
$2K ﹤0.01%
86
824
$2K ﹤0.01%
17
825
$2K ﹤0.01%
102
+2
31 32
33
34 35