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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
851
$1K ﹤0.01%
11
852
$1K ﹤0.01%
+84
853
$1K ﹤0.01%
+8
854
$1K ﹤0.01%
+15
855
$1K ﹤0.01%
+11
856
$1K ﹤0.01%
+16
857
$1K ﹤0.01%
+15
858
$1K ﹤0.01%
40
-70
859
$1K ﹤0.01%
+16
860
$1K ﹤0.01%
20
861
$1K ﹤0.01%
100
862
$1K ﹤0.01%
+28
863
$1K ﹤0.01%
334
864
$1K ﹤0.01%
+11
865
$1K ﹤0.01%
95
866
$1K ﹤0.01%
+4
867
$1K ﹤0.01%
+14
868
$1K ﹤0.01%
106
869
$1K ﹤0.01%
+29
870
$1K ﹤0.01%
1,060
871
$1K ﹤0.01%
35
872
$1K ﹤0.01%
+18
873
$1K ﹤0.01%
+9
874
$1K ﹤0.01%
+11
875
$1K ﹤0.01%
+6
33 34
35
36 37