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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
451
$34K 0.02%
807
452
$34K 0.02%
712
-300
453
$33K 0.02%
137
454
$33K 0.02%
195
455
$33K 0.02%
1,360
+13
456
$33K 0.02%
500
457
$33K 0.02%
+286
458
$32K 0.02%
452
+1
459
$32K 0.02%
3,000
460
$32K 0.02%
139
461
$32K 0.02%
646
+31
462
$32K 0.02%
229
463
$32K 0.02%
748
+282
464
$31K 0.02%
250
465
$31K 0.02%
+1,441
466
$31K 0.02%
+256
467
$31K 0.02%
671
-144
468
$31K 0.02%
761
469
$31K 0.02%
266
470
$31K 0.02%
+1,500
471
$30K 0.01%
511
+346
472
$30K 0.01%
265
473
$30K 0.01%
500
474
$30K 0.01%
164
+24
475
$30K 0.01%
687
17 18
19
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