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
501
$26K 0.01%
299
502
$26K 0.01%
1,000
503
$26K 0.01%
143
504
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189
505
$25K 0.01%
230
506
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507
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508
$25K 0.01%
600
509
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103
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510
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511
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115
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512
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513
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1,152
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514
$25K 0.01%
406
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515
$24K 0.01%
30
516
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+2,250
517
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599
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518
$24K 0.01%
62
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519
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520
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2,707
522
$23K 0.01%
259
523
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457
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524
$23K 0.01%
1,760
525
$23K 0.01%
784
19 20
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