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
651
$11K 0.01%
485
+135
652
$11K 0.01%
107
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653
$11K 0.01%
450
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654
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629
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655
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656
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100
657
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250
658
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240
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659
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35
660
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311
661
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267
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662
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663
$11K 0.01%
1,093
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664
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665
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666
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667
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500
668
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283
669
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670
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671
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672
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70
673
$10K ﹤0.01%
267
674
$10K ﹤0.01%
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675
$10K ﹤0.01%
100
25 26
27
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