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
801
$4K ﹤0.01%
163
802
$4K ﹤0.01%
133
803
$3K ﹤0.01%
52
804
$3K ﹤0.01%
45
805
$3K ﹤0.01%
+129
806
$3K ﹤0.01%
100
807
$3K ﹤0.01%
730
808
$3K ﹤0.01%
110
809
$3K ﹤0.01%
320
810
$3K ﹤0.01%
86
811
$3K ﹤0.01%
17
812
$3K ﹤0.01%
+14
813
$3K ﹤0.01%
+36
814
$3K ﹤0.01%
+12
815
$3K ﹤0.01%
+2
816
$3K ﹤0.01%
100
817
$3K ﹤0.01%
+23
818
$3K ﹤0.01%
149
819
$3K ﹤0.01%
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820
$3K ﹤0.01%
208
+2
821
$3K ﹤0.01%
20
+1
822
$3K ﹤0.01%
81
823
$3K ﹤0.01%
93
824
$2K ﹤0.01%
46
825
$2K ﹤0.01%
100
31 32
33
34 35