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
676
$10K ﹤0.01%
66
677
$10K ﹤0.01%
400
678
$10K ﹤0.01%
475
679
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28
-18
680
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42
+15
681
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267
682
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+335
683
$9K ﹤0.01%
260
-7
684
$9K ﹤0.01%
500
685
$9K ﹤0.01%
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686
$9K ﹤0.01%
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687
$9K ﹤0.01%
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688
$9K ﹤0.01%
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689
$9K ﹤0.01%
131
+31
690
$9K ﹤0.01%
43
691
$9K ﹤0.01%
75
692
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693
$9K ﹤0.01%
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$9K ﹤0.01%
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695
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696
$9K ﹤0.01%
250
697
$9K ﹤0.01%
530
698
$9K ﹤0.01%
+200
699
$8K ﹤0.01%
126
700
$8K ﹤0.01%
+100
26 27
28
29 30