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
776
$5K ﹤0.01%
865
777
$5K ﹤0.01%
+211
778
$5K ﹤0.01%
+7
779
$5K ﹤0.01%
100
780
$5K ﹤0.01%
86
+1
781
$5K ﹤0.01%
100
782
$5K ﹤0.01%
210
783
$5K ﹤0.01%
+300
784
$5K ﹤0.01%
93
785
$4K ﹤0.01%
66
+63
786
$4K ﹤0.01%
+27
787
$4K ﹤0.01%
+1,250
788
$4K ﹤0.01%
42
-133
789
$4K ﹤0.01%
+28
790
$4K ﹤0.01%
283
791
$4K ﹤0.01%
131
792
$4K ﹤0.01%
38
793
$4K ﹤0.01%
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794
$4K ﹤0.01%
33
795
$4K ﹤0.01%
512
796
$4K ﹤0.01%
205
797
$4K ﹤0.01%
29
798
$4K ﹤0.01%
135
799
$4K ﹤0.01%
93
+38
800
$4K ﹤0.01%
153
+1
30 31
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