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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
$383M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.47M
3
+$2.17M
4
ACYN
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
+$1.87M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.75M

Top Sells

1
+$2.01M
2
+$900K
3
+$546K
4
IYW icon
iShares US Technology ETF
IYW
+$379K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$317K

Sector Composition

1 Technology 8.45%
2 Industrials 3.87%
3 Financials 3.48%
4 Energy 2.39%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NLR icon
126
VanEck Uranium + Nuclear Energy ETF
NLR
$4.5B
$655K 0.17%
4,921
+102
XISE icon
127
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$36.5M
$643K 0.17%
21,471
-1,719
AMP icon
128
Ameriprise Financial
AMP
$41.3B
$643K 0.17%
1,447
+5
C icon
129
Citigroup
C
$238B
$629K 0.16%
5,546
+1,386
VLO icon
130
Valero Energy
VLO
$76.8B
$622K 0.16%
2,517
-133
UUUU icon
131
Energy Fuels
UUUU
$3.76B
$620K 0.16%
33,953
+4,431
META icon
132
Meta Platforms (Facebook)
META
$1.44T
$616K 0.16%
1,077
+11
IBOT icon
133
VanEck Robotics ETF
IBOT
$88.3M
$598K 0.16%
11,247
+1,380
SPYI icon
134
NEOS S&P 500 High Income ETF
SPYI
$9.94B
$593K 0.15%
12,005
-432
COST icon
135
Costco
COST
$436B
$592K 0.15%
594
+12
HON icon
136
Honeywell
HON
$140B
$591K 0.15%
2,615
-234
CEG icon
137
Constellation Energy
CEG
$90.6B
$589K 0.15%
2,109
+138
VO icon
138
Vanguard Mid-Cap ETF
VO
$104B
$588K 0.15%
8,184
+236
HTGC icon
139
Hercules Capital
HTGC
$2.9B
$587K 0.15%
39,741
+688
MRK icon
140
Merck
MRK
$294B
$584K 0.15%
4,859
-157
BUG icon
141
Global X Cybersecurity ETF
BUG
$1.1B
$578K 0.15%
23,013
+911
FOCT icon
142
FT Vest US Equity Buffer ETF October
FOCT
$1.2B
$564K 0.15%
11,830
-89
GS icon
143
Goldman Sachs
GS
$314B
$562K 0.15%
665
-3
VB icon
144
Vanguard Small-Cap ETF
VB
$79.5B
$555K 0.14%
2,121
-495
RKLB icon
145
Rocket Lab Corp
RKLB
$64B
$550K 0.14%
8,572
-380
LNT icon
146
Alliant Energy
LNT
$18.9B
$548K 0.14%
7,641
-494
PM icon
147
Philip Morris
PM
$287B
$542K 0.14%
3,275
+14
QTEC icon
148
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.63B
$522K 0.14%
2,416
-1,177
DSEP icon
149
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$519K 0.14%
11,809
-1,673
VGT icon
150
Vanguard Information Technology ETF
VGT
$142B
$503K 0.13%
5,768
+256
4 5
6
7 8