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
176
$185K 0.09%
7,835
+1,372
177
$184K 0.09%
705
-34
178
$182K 0.09%
9,879
-500
179
$181K 0.09%
1,506
180
$180K 0.09%
1,310
181
$179K 0.09%
2,702
+156
182
$177K 0.09%
508
+8
183
$168K 0.08%
4,762
184
$167K 0.08%
1,833
+8
185
$166K 0.08%
2,746
-23
186
$165K 0.08%
763
+317
187
$163K 0.08%
3,887
+459
188
$162K 0.08%
1,186
189
$161K 0.08%
338
+16
190
$160K 0.08%
+849
191
$160K 0.08%
888
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192
$158K 0.08%
1,954
+514
193
$155K 0.08%
2,486
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194
$155K 0.08%
7,480
+575
195
$155K 0.08%
7,357
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196
$152K 0.07%
3,156
+51
197
$151K 0.07%
732
+16
198
$151K 0.07%
1,059
+706
199
$151K 0.07%
1,418
-167
200
$150K 0.07%
2,413
+119
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