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
876
$1K ﹤0.01%
+15
877
$1K ﹤0.01%
+11
878
$1K ﹤0.01%
+25
879
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+10
880
$1K ﹤0.01%
+10
881
$1K ﹤0.01%
40
-70
882
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+16
883
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20
884
$1K ﹤0.01%
+15
885
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+13
886
$1K ﹤0.01%
100
887
$1K ﹤0.01%
+28
888
$1K ﹤0.01%
334
889
$1K ﹤0.01%
+11
890
$1K ﹤0.01%
95
891
$1K ﹤0.01%
+4
892
$1K ﹤0.01%
+14
893
$1K ﹤0.01%
+16
894
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46
895
$1K ﹤0.01%
100
896
$1K ﹤0.01%
+16
897
$1K ﹤0.01%
10
898
$1K ﹤0.01%
+4
899
$1K ﹤0.01%
+1
900
$1K ﹤0.01%
+9
34 35
36
37 38