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
$245M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$665K
3
+$533K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$524K
5
DVN icon
Devon Energy
DVN
+$402K

Top Sells

1
+$526K
2
+$294K
3
+$270K
4
GAB icon
Gabelli Equity Trust
GAB
+$241K
5
HNDL icon
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
+$222K

Sector Composition

1 Technology 4.12%
2 Financials 3.07%
3 Industrials 2.74%
4 Energy 2.57%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92.7K 0.04%
3,315
227
$89.9K 0.04%
1,146
-5
228
$89.8K 0.04%
4,900
229
$89.1K 0.04%
4,370
230
$89.1K 0.04%
1,996
+10
231
$87.3K 0.04%
1,054
+187
232
$86.9K 0.04%
360
-9
233
$86.8K 0.04%
2,275
+19
234
$85.5K 0.03%
2,334
235
$84.5K 0.03%
286
+1
236
$83K 0.03%
1,313
+4
237
$82.8K 0.03%
328
238
$82.8K 0.03%
277
239
$82.4K 0.03%
2,096
-218
240
$82.3K 0.03%
1,720
241
$80.9K 0.03%
396
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242
$79.4K 0.03%
512
+1
243
$79.4K 0.03%
1,623
-351
244
$78.3K 0.03%
2,440
-88
245
$78.2K 0.03%
970
-128
246
$77.4K 0.03%
1,691
+2
247
$77.1K 0.03%
623
+2
248
$76.9K 0.03%
519
249
$76.5K 0.03%
1,198
250
$75.1K 0.03%
768
+1
8 9
10
11 12