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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
SPGI icon
176
S&P Global
SPGI
$124B
$407K 0.11%
957
+5
TDVI icon
177
FT Vest Technology Dividend Target Income ETF
TDVI
$489M
$407K 0.11%
+15,320
XLK icon
178
State Street Technology Select Sector SPDR ETF
XLK
$121B
$404K 0.11%
3,040
+91
SPYG icon
179
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.8B
$402K 0.1%
4,103
-230
ATI icon
180
ATI
ATI
$27.1B
$400K 0.1%
2,749
-299
VWO icon
181
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$392K 0.1%
7,249
-492
MRVL icon
182
Marvell Technology
MRVL
$245B
$392K 0.1%
3,955
+524
XMLV icon
183
Invesco S&P MidCap Low Volatility ETF
XMLV
$735M
$391K 0.1%
6,210
+125
ARM icon
184
Arm
ARM
$407B
$390K 0.1%
2,581
-861
GLW icon
185
Corning
GLW
$154B
$390K 0.1%
+2,867
ILCG icon
186
iShares Morningstar Growth ETF
ILCG
$3.13B
$389K 0.1%
4,071
-283
STNE icon
187
StoneCo
STNE
$2.74B
$375K 0.1%
26,580
SRLN icon
188
State Street Blackstone Senior Loan ETF
SRLN
$5.19B
$373K 0.1%
9,297
+80
FMTL
189
First Trust Indxx Critical Metals ETF
FMTL
$28.6M
$372K 0.1%
11,115
+2,515
BP icon
190
BP
BP
$110B
$372K 0.1%
7,904
-257
FCX icon
191
Freeport-McMoran
FCX
$98.3B
$371K 0.1%
6,314
+59
BHK icon
192
BlackRock Core Bond Trust
BHK
$651M
$367K 0.1%
40,075
-9,550
USB icon
193
US Bancorp
USB
$91.8B
$366K 0.1%
7,037
+1
MCD icon
194
McDonald's
MCD
$202B
$355K 0.09%
1,144
-119
SPDW icon
195
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.7B
$355K 0.09%
7,771
-375
CRM icon
196
Salesforce
CRM
$136B
$354K 0.09%
1,898
-9
FTGC icon
197
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.53B
$345K 0.09%
12,032
-2,066
QYLD icon
198
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$341K 0.09%
19,907
-114,169
MPC icon
199
Marathon Petroleum
MPC
$76.9B
$340K 0.09%
1,391
+3
LNG icon
200
Cheniere Energy
LNG
$50.6B
$338K 0.09%
1,192
+21
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8
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