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
51
$1.01M 0.5%
61,204
+15,784
52
$929K 0.46%
+14,704
53
$925K 0.45%
15,045
+3,782
54
$909K 0.45%
20,428
+621
55
$864K 0.42%
35,540
-92
56
$856K 0.42%
13,507
-83
57
$853K 0.42%
87,752
+2,710
58
$848K 0.42%
9,326
+3,263
59
$846K 0.41%
28,760
+2,970
60
$845K 0.41%
4,621
+5
61
$794K 0.39%
15,273
-34
62
$742K 0.36%
2,915
+36
63
$728K 0.36%
10,139
+1,114
64
$726K 0.36%
4,245
+703
65
$709K 0.35%
22,330
+17,175
66
$696K 0.34%
2,730
+169
67
$625K 0.31%
4,037
+771
68
$615K 0.3%
2,871
+516
69
$611K 0.3%
19,891
+16,627
70
$607K 0.3%
+7,326
71
$590K 0.29%
12,561
-718
72
$584K 0.29%
2,801
+45
73
$581K 0.28%
2,286
+271
74
$553K 0.27%
3,843
+774
75
$542K 0.27%
5,803
+1,599
1 2
3
4 5