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
$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 Equal Weighted Index Fund
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 3.58%
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
$73.6K 0.04%
1,025
-8
252
$73.6K 0.04%
222
253
$73.3K 0.04%
1,158
+5
254
$73.2K 0.04%
1,028
-500
255
$73.2K 0.04%
887
-18
256
$72.6K 0.03%
606
257
$71.8K 0.03%
328
258
$71.8K 0.03%
6,326
-8,127
259
$71.3K 0.03%
318
+38
260
$70.9K 0.03%
1,691
+7
261
$70.7K 0.03%
511
+1
262
$70.5K 0.03%
1,615
263
$70.1K 0.03%
1,198
264
$69.7K 0.03%
1,689
-414
265
$69.4K 0.03%
700
+66
266
$68.9K 0.03%
289
-37
267
$68.4K 0.03%
187
+57
268
$68.4K 0.03%
767
+1
269
$67.5K 0.03%
2,008
-799
270
$66.2K 0.03%
1,603
+122
271
$66K 0.03%
2,520
+23
272
$65.4K 0.03%
1,335
273
$64.7K 0.03%
267
+2
274
$64.3K 0.03%
185
275
$64.3K 0.03%
628
+121
9 10
11
12 13