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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
901
$1K ﹤0.01%
+2
902
$1K ﹤0.01%
+34
903
$1K ﹤0.01%
+19
904
$1K ﹤0.01%
+16
905
$1K ﹤0.01%
+25
906
$1K ﹤0.01%
+10
907
$1K ﹤0.01%
+10
908
$1K ﹤0.01%
+13
909
$1K ﹤0.01%
+16
910
$1K ﹤0.01%
46
911
$1K ﹤0.01%
100
912
$1K ﹤0.01%
+16
913
$1K ﹤0.01%
10
914
$1K ﹤0.01%
+4
915
$1K ﹤0.01%
+1
916
$1K ﹤0.01%
+9
917
$1K ﹤0.01%
+3
918
$1K ﹤0.01%
+15
919
$1K ﹤0.01%
+35
920
$1K ﹤0.01%
32
+1
921
$1K ﹤0.01%
71
+1
922
$1K ﹤0.01%
11
923
$1K ﹤0.01%
10
-2
924
$1K ﹤0.01%
+17
925
$1K ﹤0.01%
37
35 36
37
38 39