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
451
$34K 0.02%
712
-300
452
$34K 0.02%
1,270
+970
453
$33K 0.02%
137
454
$33K 0.02%
195
455
$33K 0.02%
1,360
+13
456
$33K 0.02%
500
457
$33K 0.02%
+286
458
$32K 0.02%
139
459
$32K 0.02%
646
+31
460
$32K 0.02%
452
+1
461
$32K 0.02%
3,000
462
$32K 0.02%
229
463
$32K 0.02%
748
+282
464
$31K 0.02%
+256
465
$31K 0.02%
671
-144
466
$31K 0.02%
266
467
$31K 0.02%
+1,500
468
$31K 0.02%
250
469
$31K 0.02%
+1,441
470
$31K 0.02%
761
471
$30K 0.01%
300
472
$30K 0.01%
687
473
$30K 0.01%
164
+24
474
$30K 0.01%
259
475
$30K 0.01%
511
+346
17 18
19
20 21