AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.92M
3
+$686K
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$607K
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$316K

Top Sells

1
+$2.68M
2
+$752K
3
+$726K
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$612K
5
SNA icon
Snap-on
SNA
+$362K

Sector Composition

1 Technology 3.91%
2 Financials 3.66%
3 Industrials 3.18%
4 Energy 2.87%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$73.8K 0.04%
+9,852
252
$73.6K 0.04%
1,025
-8
253
$73.6K 0.04%
222
254
$73.3K 0.04%
1,158
+5
255
$73.2K 0.04%
1,028
-500
256
$73.2K 0.04%
887
-18
257
$72.6K 0.03%
606
258
$71.8K 0.03%
328
259
$71.8K 0.03%
6,326
-8,127
260
$71.3K 0.03%
318
+38
261
$70.9K 0.03%
1,691
+7
262
$70.7K 0.03%
511
+1
263
$70.5K 0.03%
1,615
264
$70.1K 0.03%
1,198
265
$69.7K 0.03%
1,689
-414
266
$69.4K 0.03%
700
+66
267
$68.9K 0.03%
289
-37
268
$68.4K 0.03%
187
+57
269
$68.4K 0.03%
767
+1
270
$67.5K 0.03%
2,008
-799
271
$66.2K 0.03%
1,603
+122
272
$66K 0.03%
2,520
+23
273
$65.4K 0.03%
1,335
274
$64.7K 0.03%
267
+2
275
$64.3K 0.03%
185
9 10
11
12 13