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
751
$6K ﹤0.01%
200
752
$6K ﹤0.01%
15
753
$6K ﹤0.01%
81
+1
754
$6K ﹤0.01%
15
+10
755
$6K ﹤0.01%
135
756
$6K ﹤0.01%
145
757
$6K ﹤0.01%
+200
758
$6K ﹤0.01%
3,000
759
$6K ﹤0.01%
109
760
$6K ﹤0.01%
59
761
$6K ﹤0.01%
124
+87
762
$6K ﹤0.01%
40
763
$5K ﹤0.01%
61
764
$5K ﹤0.01%
205
765
$5K ﹤0.01%
100
766
$5K ﹤0.01%
233
767
$5K ﹤0.01%
78
768
$5K ﹤0.01%
48
769
$5K ﹤0.01%
251
+51
770
$5K ﹤0.01%
200
771
$5K ﹤0.01%
103
772
$5K ﹤0.01%
500
773
$5K ﹤0.01%
189
774
$5K ﹤0.01%
+15
775
$5K ﹤0.01%
+44
29 30
31
32 33