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
276
$64.1K 0.03%
457
+1
277
$64K 0.03%
1,250
278
$64K 0.03%
1,199
+6
279
$63.9K 0.03%
408
280
$63.6K 0.03%
5,200
-580
281
$61.9K 0.03%
427
+2
282
$61.5K 0.03%
5,000
-6,500
283
$61K 0.03%
667
284
$61K 0.03%
1,803
+3
285
$60.2K 0.03%
519
286
$59.3K 0.03%
1,303
+162
287
$58.4K 0.03%
927
+276
288
$57.6K 0.03%
1,145
+2
289
$56.9K 0.03%
553
290
$56.9K 0.03%
555
-82
291
$56.3K 0.03%
1,230
292
$56.2K 0.03%
944
+176
293
$56.2K 0.03%
741
294
$55.8K 0.03%
1,240
+5
295
$55.8K 0.03%
2,224
+13
296
$55.1K 0.03%
968
297
$54.6K 0.03%
1,218
+1
298
$54.5K 0.03%
1,830
299
$54.5K 0.03%
1,075
+1
300
$54.3K 0.03%
1,984
+1
10 11
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