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
+$2.88M
2
+$2.14M
3
+$1.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.54M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$1.34M

Top Sells

1
+$333K
2
+$282K
3
+$243K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$123K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$87K

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
676
$10K ﹤0.01%
42
+15
677
$10K ﹤0.01%
267
678
$10K ﹤0.01%
+335
679
$10K ﹤0.01%
100
680
$10K ﹤0.01%
1,000
681
$10K ﹤0.01%
66
682
$10K ﹤0.01%
400
683
$9K ﹤0.01%
500
684
$9K ﹤0.01%
212
685
$9K ﹤0.01%
101
686
$9K ﹤0.01%
100
687
$9K ﹤0.01%
100
-200
688
$9K ﹤0.01%
131
+31
689
$9K ﹤0.01%
43
690
$9K ﹤0.01%
75
691
$9K ﹤0.01%
260
-7
692
$9K ﹤0.01%
440
693
$9K ﹤0.01%
282
+2
694
$9K ﹤0.01%
70
695
$9K ﹤0.01%
189
696
$9K ﹤0.01%
250
697
$9K ﹤0.01%
530
698
$9K ﹤0.01%
+200
699
$8K ﹤0.01%
126
700
$8K ﹤0.01%
+100
26 27
28
29 30