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
726
$7K ﹤0.01%
50
727
$7K ﹤0.01%
467
728
$7K ﹤0.01%
60
729
$7K ﹤0.01%
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-500
730
$7K ﹤0.01%
485
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731
$7K ﹤0.01%
301
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732
$7K ﹤0.01%
135
733
$7K ﹤0.01%
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734
$7K ﹤0.01%
35
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735
$7K ﹤0.01%
400
736
$7K ﹤0.01%
100
737
$7K ﹤0.01%
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$6K ﹤0.01%
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739
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741
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15
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$6K ﹤0.01%
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747
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$6K ﹤0.01%
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749
$6K ﹤0.01%
3,000
750
$6K ﹤0.01%
109
28 29
30
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