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
851
$1K ﹤0.01%
15
-85
852
$1K ﹤0.01%
100
853
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+10
854
$1K ﹤0.01%
31
+1
855
$1K ﹤0.01%
100
856
$1K ﹤0.01%
+28
857
$1K ﹤0.01%
+33
858
$1K ﹤0.01%
46
859
$1K ﹤0.01%
334
860
$1K ﹤0.01%
+26
861
$1K ﹤0.01%
51
+41
862
$1K ﹤0.01%
106
863
$1K ﹤0.01%
11
+1
864
$1K ﹤0.01%
1,060
-3,300
865
$1K ﹤0.01%
35
+8
866
$1K ﹤0.01%
+22
867
$1K ﹤0.01%
110
+1
868
$1K ﹤0.01%
118
869
$1K ﹤0.01%
8
870
$1K ﹤0.01%
+11
871
$1K ﹤0.01%
11
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872
$1K ﹤0.01%
+8
873
$1K ﹤0.01%
58
874
$1K ﹤0.01%
100
875
$1K ﹤0.01%
+250
33 34
35
36 37