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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
751
$6K ﹤0.01%
197
+3
752
$6K ﹤0.01%
186
-10
753
$6K ﹤0.01%
160
754
$6K ﹤0.01%
200
755
$6K ﹤0.01%
15
756
$6K ﹤0.01%
145
757
$6K ﹤0.01%
+200
758
$6K ﹤0.01%
3,000
759
$6K ﹤0.01%
109
760
$6K ﹤0.01%
59
761
$6K ﹤0.01%
40
762
$5K ﹤0.01%
48
763
$5K ﹤0.01%
251
+51
764
$5K ﹤0.01%
200
765
$5K ﹤0.01%
103
766
$5K ﹤0.01%
500
767
$5K ﹤0.01%
189
768
$5K ﹤0.01%
+7
769
$5K ﹤0.01%
100
770
$5K ﹤0.01%
93
771
$5K ﹤0.01%
61
772
$5K ﹤0.01%
+15
773
$5K ﹤0.01%
+44
774
$5K ﹤0.01%
865
775
$5K ﹤0.01%
+211
29 30
31
32 33