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
626
$13K 0.01%
200
627
$13K 0.01%
217
628
$13K 0.01%
125
629
$13K 0.01%
146
+46
630
$13K 0.01%
886
+12
631
$13K 0.01%
+267
632
$13K 0.01%
221
633
$13K 0.01%
300
634
$13K 0.01%
243
635
$12K 0.01%
800
-100
636
$12K 0.01%
100
637
$12K 0.01%
264
638
$12K 0.01%
1,000
639
$12K 0.01%
366
640
$12K 0.01%
120
641
$12K 0.01%
201
642
$12K 0.01%
373
643
$12K 0.01%
150
644
$12K 0.01%
144
645
$12K 0.01%
+253
646
$12K 0.01%
+118
647
$12K 0.01%
106
+8
648
$12K 0.01%
24
649
$12K 0.01%
25
650
$12K 0.01%
161
+1
24 25
26
27 28