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
876
$1K ﹤0.01%
334
877
$1K ﹤0.01%
+11
878
$1K ﹤0.01%
95
879
$1K ﹤0.01%
+4
880
$1K ﹤0.01%
+14
881
$1K ﹤0.01%
+16
882
$1K ﹤0.01%
46
883
$1K ﹤0.01%
100
884
$1K ﹤0.01%
+16
885
$1K ﹤0.01%
10
886
$1K ﹤0.01%
+4
887
$1K ﹤0.01%
+1
888
$1K ﹤0.01%
+9
889
$1K ﹤0.01%
+3
890
$1K ﹤0.01%
+15
891
$1K ﹤0.01%
+35
892
$1K ﹤0.01%
32
+1
893
$1K ﹤0.01%
71
+1
894
$1K ﹤0.01%
106
895
$1K ﹤0.01%
+29
896
$1K ﹤0.01%
11
897
$1K ﹤0.01%
1,060
898
$1K ﹤0.01%
35
899
$1K ﹤0.01%
+18
900
$1K ﹤0.01%
+9
34 35
36
37 38