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
751
$6K ﹤0.01%
59
752
$6K ﹤0.01%
124
+87
753
$6K ﹤0.01%
40
754
$6K ﹤0.01%
117
+1
755
$6K ﹤0.01%
53
+20
756
$6K ﹤0.01%
+200
757
$6K ﹤0.01%
938
758
$6K ﹤0.01%
+85
759
$6K ﹤0.01%
186
-10
760
$6K ﹤0.01%
160
761
$6K ﹤0.01%
200
762
$5K ﹤0.01%
78
763
$5K ﹤0.01%
48
764
$5K ﹤0.01%
251
+51
765
$5K ﹤0.01%
200
766
$5K ﹤0.01%
189
767
$5K ﹤0.01%
+15
768
$5K ﹤0.01%
+44
769
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865
770
$5K ﹤0.01%
+211
771
$5K ﹤0.01%
+7
772
$5K ﹤0.01%
100
773
$5K ﹤0.01%
86
+1
774
$5K ﹤0.01%
100
775
$5K ﹤0.01%
210
29 30
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32 33