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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
501
$26K 0.01%
299
502
$26K 0.01%
1,000
503
$26K 0.01%
143
504
$26K 0.01%
189
505
$25K 0.01%
867
506
$25K 0.01%
115
+15
507
$25K 0.01%
230
508
$25K 0.01%
103
+52
509
$25K 0.01%
+65
510
$25K 0.01%
1,152
+10
511
$25K 0.01%
406
-106
512
$25K 0.01%
1,073
+6
513
$25K 0.01%
+896
514
$25K 0.01%
600
515
$24K 0.01%
30
516
$24K 0.01%
+2,250
517
$24K 0.01%
599
+60
518
$24K 0.01%
62
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519
$24K 0.01%
93
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520
$24K 0.01%
328
521
$24K 0.01%
2,707
522
$23K 0.01%
457
+313
523
$23K 0.01%
1,760
524
$23K 0.01%
784
525
$23K 0.01%
700
-300
19 20
21
22 23