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
76
$513K 0.25%
1,702
+18
77
$508K 0.25%
7,522
-319
78
$499K 0.24%
6,466
+359
79
$493K 0.24%
8,647
+4,029
80
$492K 0.24%
17,075
+7,975
81
$476K 0.23%
2,421
+935
82
$472K 0.23%
4,020
+1,239
83
$453K 0.22%
5,262
+481
84
$450K 0.22%
7,317
+1,042
85
$442K 0.22%
9,534
+6,851
86
$436K 0.21%
18,887
+15,951
87
$435K 0.21%
14,238
+13,238
88
$413K 0.2%
3,899
+3,673
89
$412K 0.2%
3,923
+217
90
$412K 0.2%
900
+178
91
$411K 0.2%
990
+709
92
$408K 0.2%
2,491
-182
93
$400K 0.2%
2,956
+652
94
$394K 0.19%
4,242
+610
95
$388K 0.19%
3,338
+2,002
96
$386K 0.19%
17,625
+305
97
$376K 0.18%
+5,643
98
$372K 0.18%
7,134
+576
99
$367K 0.18%
3,494
+2
100
$366K 0.18%
10,554
+8
2 3
4
5 6