AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
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
+$2.88M
2
+$2.14M
3
+$1.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.54M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$1.34M

Top Sells

1
+$333K
2
+$282K
3
+$243K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$123K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$87K

Sector Composition

1 Technology 6.68%
2 Financials 4.86%
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
226
$128K 0.06%
1,650
+1,109
227
$127K 0.06%
2,080
228
$126K 0.06%
6,053
+214
229
$126K 0.06%
2,433
+225
230
$125K 0.06%
10,656
+2,653
231
$124K 0.06%
716
+1
232
$124K 0.06%
3,604
+628
233
$121K 0.06%
733
234
$121K 0.06%
3,988
+1,974
235
$120K 0.06%
883
+53
236
$120K 0.06%
2,315
237
$119K 0.06%
2,390
238
$117K 0.06%
2,331
+2,019
239
$117K 0.06%
506
-203
240
$114K 0.06%
2,700
241
$114K 0.06%
1,052
+1
242
$114K 0.06%
1,107
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243
$113K 0.06%
2,527
244
$112K 0.05%
500
+115
245
$111K 0.05%
2,150
-53
246
$110K 0.05%
3,951
+24
247
$109K 0.05%
5,025
248
$109K 0.05%
+1,955
249
$107K 0.05%
4,075
250
$106K 0.05%
1,201
+401
8 9
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