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
676
$10K ﹤0.01%
1,000
677
$10K ﹤0.01%
66
678
$10K ﹤0.01%
400
679
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475
680
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28
-18
681
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42
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682
$9K ﹤0.01%
530
683
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+200
684
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500
685
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212
686
$9K ﹤0.01%
101
687
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100
688
$9K ﹤0.01%
100
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689
$9K ﹤0.01%
131
+31
690
$9K ﹤0.01%
43
691
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75
692
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260
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440
696
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282
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697
$9K ﹤0.01%
70
698
$8K ﹤0.01%
126
699
$8K ﹤0.01%
+100
700
$8K ﹤0.01%
130
26 27
28
29 30