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
701
$8K ﹤0.01%
130
702
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10
703
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336
+121
704
$8K ﹤0.01%
67
705
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+21
706
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100
707
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+27
708
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300
709
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87
710
$8K ﹤0.01%
607
711
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60
712
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93
713
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+321
714
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100
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715
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211
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716
$7K ﹤0.01%
39
717
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52
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$7K ﹤0.01%
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720
$7K ﹤0.01%
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721
$7K ﹤0.01%
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722
$7K ﹤0.01%
192
723
$7K ﹤0.01%
50
724
$7K ﹤0.01%
467
725
$7K ﹤0.01%
293
27 28
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