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
26
$2.04M 1%
11,752
+1,289
27
$1.99M 0.98%
7,065
+1,172
28
$1.97M 0.97%
38,060
+12,832
29
$1.95M 0.96%
99,726
+28,313
30
$1.9M 0.93%
7,117
+4,497
31
$1.86M 0.91%
10,896
-23
32
$1.84M 0.9%
15,000
+2,266
33
$1.82M 0.89%
5,404
+818
34
$1.77M 0.87%
68,789
+24,183
35
$1.72M 0.84%
114,302
-931
36
$1.7M 0.83%
13,134
+681
37
$1.67M 0.82%
33,994
-148
38
$1.5M 0.73%
7,501
+5,065
39
$1.5M 0.73%
4,364
+1,511
40
$1.41M 0.69%
3,229
+636
41
$1.41M 0.69%
88,767
+10,505
42
$1.4M 0.68%
7,967
-111
43
$1.38M 0.68%
150,810
+574
44
$1.37M 0.67%
8,652
+535
45
$1.34M 0.66%
7,799
+758
46
$1.33M 0.65%
10,293
+1,434
47
$1.24M 0.61%
7,926
+3,891
48
$1.2M 0.59%
59,237
+1,575
49
$1.2M 0.59%
11,127
-280
50
$1.19M 0.58%
11,457
+1,530
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