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
351
$59K 0.03%
+685
352
$58K 0.03%
1,827
+6
353
$58K 0.03%
593
+492
354
$58K 0.03%
3,000
355
$58K 0.03%
915
356
$58K 0.03%
920
+522
357
$57K 0.03%
499
-9
358
$57K 0.03%
1,523
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359
$57K 0.03%
1,212
+261
360
$56K 0.03%
1,208
+756
361
$56K 0.03%
366
362
$56K 0.03%
+582
363
$55K 0.03%
85
364
$55K 0.03%
1,013
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365
$55K 0.03%
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+31
366
$55K 0.03%
800
367
$54K 0.03%
416
368
$53K 0.03%
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369
$52K 0.03%
618
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692
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371
$52K 0.03%
260
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372
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403
373
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1,157
374
$52K 0.03%
768
375
$51K 0.03%
2,550
+1,100
13 14
15
16 17