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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
801
$4K ﹤0.01%
133
802
$3K ﹤0.01%
100
803
$3K ﹤0.01%
730
804
$3K ﹤0.01%
110
805
$3K ﹤0.01%
320
806
$3K ﹤0.01%
86
807
$3K ﹤0.01%
+12
808
$3K ﹤0.01%
17
809
$3K ﹤0.01%
+14
810
$3K ﹤0.01%
+36
811
$3K ﹤0.01%
+2
812
$3K ﹤0.01%
100
813
$3K ﹤0.01%
+23
814
$3K ﹤0.01%
149
815
$3K ﹤0.01%
+70
816
$3K ﹤0.01%
208
+2
817
$3K ﹤0.01%
20
+1
818
$3K ﹤0.01%
81
819
$3K ﹤0.01%
93
820
$3K ﹤0.01%
52
821
$3K ﹤0.01%
45
822
$3K ﹤0.01%
+129
823
$2K ﹤0.01%
20
824
$2K ﹤0.01%
100
825
$2K ﹤0.01%
+54
31 32
33
34 35