We are live on ! Find out more
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
826
– –
-700
827
– –
-5,495
828
– –
-28
829
– –
-185
830
– –
-10
831
– –
-54
832
– –
-22
833
– –
-400
834
– –
-14
835
– –
-15
836
– –
-550
837
– –
-7
838
– –
-54
839
– –
-47
840
– –
-30
841
– –
-48
842
– –
-12
843
– –
-2
844
– –
-1,695
845
$0 ﹤0.01%
10
846
– –
-22
847
– –
-35
848
– –
-42
849
– –
-320
850
– –
-4,000
31 32 33
34
35