AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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%
+14
852
$1K ﹤0.01%
11
853
$1K ﹤0.01%
+84
854
$1K ﹤0.01%
+25
855
$1K ﹤0.01%
+16
856
$1K ﹤0.01%
20
857
$1K ﹤0.01%
+16
858
$1K ﹤0.01%
10
859
$1K ﹤0.01%
+4
860
$1K ﹤0.01%
+1
861
$1K ﹤0.01%
+9
862
$1K ﹤0.01%
+3
863
$1K ﹤0.01%
71
+1
864
$1K ﹤0.01%
106
865
$1K ﹤0.01%
35
866
$1K ﹤0.01%
+18
867
$1K ﹤0.01%
+9
868
$1K ﹤0.01%
+11
869
$1K ﹤0.01%
10
870
$1K ﹤0.01%
+13
871
$1K ﹤0.01%
111
872
$1K ﹤0.01%
+3
873
$1K ﹤0.01%
+5
874
$1K ﹤0.01%
118
875
$1K ﹤0.01%
10
33 34
35
36 37