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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
476
$30K 0.01%
259
477
$30K 0.01%
304
+138
478
$30K 0.01%
130
479
$30K 0.01%
465
480
$30K 0.01%
981
481
$30K 0.01%
555
+90
482
$30K 0.01%
450
483
$30K 0.01%
268
484
$30K 0.01%
300
485
$29K 0.01%
553
486
$29K 0.01%
825
487
$29K 0.01%
942
-502
488
$29K 0.01%
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489
$29K 0.01%
850
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490
$29K 0.01%
1,080
491
$29K 0.01%
248
492
$28K 0.01%
345
493
$28K 0.01%
+89
494
$28K 0.01%
200
495
$28K 0.01%
110
496
$27K 0.01%
30
497
$27K 0.01%
700
498
$27K 0.01%
354
499
$26K 0.01%
348
+121
500
$26K 0.01%
831
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