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Home > Institutional Investor > Accel Wealth Management > Profile

Instuitional Investor - Accel Wealth Management

Fund Profile
Filing Period:
Fund Name: Accel Wealth Management
Portfolio Value $299,595,653
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 215,993 $13,810,585 4.61%
2.
Janus Detroit Str Tr - HENDRSN SHRT ETF
 236,649 $11,643,115 3.89%
3.
Schwab Strategic Trust
 FNDF 329,500 $9,624,705 3.21%
4.
Vanguard Index Fds
 24,692 $7,504,560 2.5%
5.
Amazon Com Inc
 AMZN 33,047 $7,250,181 2.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)