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
826
$2K ﹤0.01%
+54
827
$2K ﹤0.01%
+104
828
$2K ﹤0.01%
+30
829
$2K ﹤0.01%
+48
830
$2K ﹤0.01%
+93
831
$2K ﹤0.01%
+35
832
$2K ﹤0.01%
+42
833
$2K ﹤0.01%
35
834
$2K ﹤0.01%
+52
835
$2K ﹤0.01%
248
+5
836
$2K ﹤0.01%
+100
837
$2K ﹤0.01%
+26
838
$2K ﹤0.01%
+11
839
$2K ﹤0.01%
14
840
$2K ﹤0.01%
+10
841
$2K ﹤0.01%
38
842
$2K ﹤0.01%
7,830
843
$2K ﹤0.01%
33
844
$2K ﹤0.01%
20
845
$2K ﹤0.01%
+10
846
$2K ﹤0.01%
100
847
$2K ﹤0.01%
+49
848
$2K ﹤0.01%
50
849
$2K ﹤0.01%
150
850
$1K ﹤0.01%
11
+4
32 33
34
35 36