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
401
$42K 0.02%
1,027
-175
402
$42K 0.02%
800
403
$42K 0.02%
832
-74
404
$42K 0.02%
346
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405
$41K 0.02%
960
406
$41K 0.02%
1,916
-7
407
$41K 0.02%
522
+2
408
$41K 0.02%
907
409
$41K 0.02%
1,646
-104
410
$41K 0.02%
1,292
411
$41K 0.02%
384
412
$40K 0.02%
337
413
$40K 0.02%
1,150
+100
414
$40K 0.02%
1,338
415
$40K 0.02%
773
416
$40K 0.02%
+1,644
417
$39K 0.02%
133
418
$39K 0.02%
230
419
$39K 0.02%
142
420
$39K 0.02%
650
+300
421
$39K 0.02%
846
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422
$39K 0.02%
58
+8
423
$39K 0.02%
193
424
$39K 0.02%
691
425
$39K 0.02%
1,900
+1,000
15 16
17
18 19