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
$204M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.05M
3
+$1.89M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.5M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$1.36M

Top Sells

1
+$353K
2
+$282K
3
+$241K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$124K
5
AMZN icon
Amazon
AMZN
+$89K

Sector Composition

1 Technology 6.64%
2 Financials 4.94%
3 Industrials 3.51%
4 Consumer Discretionary 3.31%
5 Communication Services 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$79K 0.04%
11,500
302
$78K 0.04%
468
303
$78K 0.04%
5,117
+54
304
$78K 0.04%
+4,370
305
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306
$77K 0.04%
2,350
+13
307
$76K 0.04%
659
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308
$76K 0.04%
638
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309
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310
$75K 0.04%
2,072
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311
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1,737
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312
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1,158
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313
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1,458
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314
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275
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315
$71K 0.03%
141
316
$71K 0.03%
1,246
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317
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320
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321
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322
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227
323
$68K 0.03%
5,000
324
$68K 0.03%
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325
$68K 0.03%
1,632
+916
11 12
13
14 15