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
$250M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.11M
3
+$1.02M
4
IBM icon
IBM
IBM
+$766K
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$648K

Top Sells

1
+$2.63M
2
+$445K
3
+$287K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$274K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$268K

Sector Composition

1 Technology 9.31%
2 Financials 6.58%
3 Energy 4.35%
4 Industrials 3.64%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,228
252
– –
-1,285
253
– –
-10,006
254
– –
-2,972
255
– –
-1,424
7 8 9 10
11