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
551
$20K 0.01%
335
552
$20K 0.01%
+200
553
$20K 0.01%
93
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554
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+380
555
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107
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556
$19K 0.01%
317
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557
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256
558
$19K 0.01%
317
+31
559
$19K 0.01%
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560
$19K 0.01%
51
561
$19K 0.01%
243
562
$19K 0.01%
1,177
+18
563
$19K 0.01%
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564
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244
565
$18K 0.01%
1,915
566
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567
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260
568
$18K 0.01%
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569
$17K 0.01%
+320
570
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571
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572
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500
573
$17K 0.01%
192
574
$17K 0.01%
103
575
$17K 0.01%
500
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