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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.47M
3
+$2.17M
4
ACYN
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
+$1.87M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.75M

Top Sells

1
+$2.01M
2
+$900K
3
+$546K
4
IYW icon
iShares US Technology ETF
IYW
+$379K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$317K

Sector Composition

1 Technology 8.45%
2 Industrials 3.87%
3 Financials 3.48%
4 Energy 2.39%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIW icon
251
First Trust Water ETF
FIW
$1.79B
$230K 0.06%
2,230
+34
DELL icon
252
Dell
DELL
$256B
$227K 0.06%
+1,382
CRWD icon
253
CrowdStrike
CRWD
$174B
$226K 0.06%
580
+39
F icon
254
Ford
F
$59.1B
$225K 0.06%
19,520
+7,966
PFXF icon
255
VanEck Preferred Securities ex Financials ETF
PFXF
$2.47B
$224K 0.06%
12,798
+3
XLV icon
256
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$224K 0.06%
1,530
+51
ETG
257
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
$223K 0.06%
11,075
+85
SPYD icon
258
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.5B
$222K 0.06%
4,881
+20
AMAT icon
259
Applied Materials
AMAT
$450B
$219K 0.06%
+641
ROBT icon
260
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$722M
$218K 0.06%
+4,713
ROK icon
261
Rockwell Automation
ROK
$51.1B
$217K 0.06%
605
BMY icon
262
Bristol-Myers Squibb
BMY
$117B
$216K 0.06%
+3,569
PKST
263
DELISTED
Peakstone Realty Trust
PKST
$216K 0.06%
10,346
-194
MMM icon
264
3M
MMM
$82.6B
$214K 0.06%
+1,475
MDT icon
265
Medtronic
MDT
$103B
$213K 0.06%
2,459
+17
MTUM icon
266
iShares MSCI USA Momentum Factor ETF
MTUM
$27.2B
$212K 0.06%
+885
BBLU icon
267
EA Bridgeway Blue Chip ETF
BBLU
$428M
$211K 0.05%
14,268
-3,222
NUE icon
268
Nucor
NUE
$60.7B
$210K 0.05%
1,243
-45
DFUS icon
269
Dimensional US Equity ETF
DFUS
$20.3B
$208K 0.05%
2,939
-525
AVDV icon
270
Avantis International Small Cap Value ETF
AVDV
$19.4B
$208K 0.05%
+2,080
XOVR
271
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$2.15B
$207K 0.05%
+12,280
LRCX icon
272
Lam Research
LRCX
$459B
$207K 0.05%
+967
UBER icon
273
Uber
UBER
$140B
$206K 0.05%
2,861
-387
PSX icon
274
Phillips 66
PSX
$71.9B
$202K 0.05%
+1,110
AVDE icon
275
Avantis International Equity ETF
AVDE
$16.7B
$202K 0.05%
2,383
-260
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