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
+$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 4.67%
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%
+28
877
$1K ﹤0.01%
334
878
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+11
879
$1K ﹤0.01%
95
880
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+4
881
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+14
882
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+16
883
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46
884
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100
885
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+16
886
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10
887
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+4
888
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+1
889
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+9
890
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+3
891
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+15
892
$1K ﹤0.01%
+35
893
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32
+1
894
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71
+1
895
$1K ﹤0.01%
106
896
$1K ﹤0.01%
+29
897
$1K ﹤0.01%
11
898
$1K ﹤0.01%
1,060
899
$1K ﹤0.01%
35
900
$1K ﹤0.01%
+18
34 35
36
37 38