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
301
$79K 0.04%
11,500
302
$78K 0.04%
+4,370
303
$78K 0.04%
468
304
$78K 0.04%
5,117
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305
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306
$77K 0.04%
2,350
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307
$76K 0.04%
638
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308
$76K 0.04%
659
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309
$75K 0.04%
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310
$75K 0.04%
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311
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312
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313
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314
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275
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315
$71K 0.03%
1,246
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316
$71K 0.03%
1,255
317
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1,175
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318
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$71K 0.03%
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+820
321
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322
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227
323
$68K 0.03%
1,632
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324
$68K 0.03%
5,000
325
$68K 0.03%
+702
11 12
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