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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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%
39
727
$7K ﹤0.01%
52
+2
728
$7K ﹤0.01%
+189
729
$7K ﹤0.01%
62
730
$7K ﹤0.01%
60
731
$7K ﹤0.01%
2,000
-500
732
$7K ﹤0.01%
485
-110
733
$7K ﹤0.01%
1,500
734
$7K ﹤0.01%
35
-88
735
$7K ﹤0.01%
400
736
$7K ﹤0.01%
100
737
$7K ﹤0.01%
331
738
$6K ﹤0.01%
+13
739
$6K ﹤0.01%
500
740
$6K ﹤0.01%
117
+1
741
$6K ﹤0.01%
53
+20
742
$6K ﹤0.01%
+200
743
$6K ﹤0.01%
938
744
$6K ﹤0.01%
+85
745
$6K ﹤0.01%
81
+1
746
$6K ﹤0.01%
15
+10
747
$6K ﹤0.01%
135
748
$6K ﹤0.01%
124
+87
749
$6K ﹤0.01%
+100
750
$6K ﹤0.01%
828
28 29
30
31 32