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
251
$106K 0.05%
240
+200
252
$105K 0.05%
+1,875
253
$104K 0.05%
1,210
+279
254
$103K 0.05%
2,037
+1,137
255
$103K 0.05%
3,831
256
$102K 0.05%
1,147
+7
257
$100K 0.05%
1,979
-119
258
$100K 0.05%
1,465
+64
259
$99K 0.05%
4,361
-317
260
$99K 0.05%
743
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261
$99K 0.05%
1,385
-120
262
$99K 0.05%
1,365
-95
263
$98K 0.05%
1,539
+4
264
$98K 0.05%
2,504
+2,490
265
$96K 0.05%
953
-246
266
$96K 0.05%
6,335
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267
$96K 0.05%
3,680
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268
$96K 0.05%
1,192
269
$95K 0.05%
5,210
-250
270
$94K 0.05%
1,037
271
$94K 0.05%
7,501
+12
272
$94K 0.05%
501
+447
273
$93K 0.05%
428
+170
274
$92K 0.05%
806
+281
275
$91K 0.04%
603
+1
9 10
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