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
576
$17K 0.01%
664
577
$17K 0.01%
321
578
$17K 0.01%
+162
579
$17K 0.01%
284
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580
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581
$16K 0.01%
145
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582
$16K 0.01%
120
583
$16K 0.01%
60
584
$16K 0.01%
300
585
$16K 0.01%
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+153
586
$16K 0.01%
300
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587
$16K 0.01%
2,400
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588
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260
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590
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350
591
$16K 0.01%
1,065
592
$16K 0.01%
60
593
$16K 0.01%
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594
$16K 0.01%
1,185
595
$15K 0.01%
2,176
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596
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597
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1,067
598
$15K 0.01%
1,046
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599
$15K 0.01%
305
600
$15K 0.01%
1,083
+7
22 23
24
25 26