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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
$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
426
$38K 0.02%
129
427
$38K 0.02%
110
+8
428
$38K 0.02%
449
+64
429
$38K 0.02%
2,617
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430
$38K 0.02%
1,271
431
$37K 0.02%
424
+218
432
$37K 0.02%
2,068
433
$37K 0.02%
650
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434
$37K 0.02%
+844
435
$37K 0.02%
168
436
$37K 0.02%
470
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437
$37K 0.02%
850
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438
$36K 0.02%
1,200
439
$35K 0.02%
370
440
$35K 0.02%
403
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441
$35K 0.02%
212
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442
$35K 0.02%
443
+1
443
$35K 0.02%
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444
$34K 0.02%
2,181
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445
$34K 0.02%
4,038
446
$34K 0.02%
1,270
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447
$34K 0.02%
111
448
$34K 0.02%
395
+197
449
$34K 0.02%
215
450
$34K 0.02%
676
16 17
18
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