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
251
$75.1K 0.03%
396
-23
252
$74.7K 0.03%
570
-199
253
$74.2K 0.03%
977
-51
254
$73.9K 0.03%
890
+3
255
$73.8K 0.03%
222
256
$73.8K 0.03%
367
+2
257
$73.6K 0.03%
1,615
258
$73.2K 0.03%
2,975
+975
259
$72.9K 0.03%
700
260
$72.5K 0.03%
458
+1
261
$72K 0.03%
1,005
-200
262
$70.9K 0.03%
807
-523
263
$70.9K 0.03%
632
+4
264
$70.2K 0.03%
149
+3
265
$69.7K 0.03%
322
+4
266
$69.4K 0.03%
633
-246
267
$68.8K 0.03%
2,157
+354
268
$68.8K 0.03%
+9,250
269
$68.4K 0.03%
1,205
+6
270
$68K 0.03%
1,698
+7
271
$67.2K 0.03%
185
272
$67.2K 0.03%
1,335
273
$67.2K 0.03%
51
274
$67K 0.03%
1,160
+2
275
$66.9K 0.03%
1,250
9 10
11
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