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
276
$66.5K 0.03%
408
277
$66.4K 0.03%
1,810
-198
278
$66.3K 0.03%
193
+6
279
$65.9K 0.03%
5,265
+78
280
$65K 0.03%
1,439
-838
281
$64.9K 0.03%
428
+1
282
$64.6K 0.03%
580
-26
283
$64.6K 0.03%
4,800
-400
284
$64.3K 0.03%
289
285
$64.2K 0.03%
269
+2
286
$63K 0.03%
8,636
+315
287
$62.1K 0.03%
617
-5,229
288
$61.3K 0.03%
1,360
+1,110
289
$61.2K 0.03%
667
290
$61.1K 0.03%
536
291
$60.8K 0.02%
5,549
-2,566
292
$60.4K 0.02%
1,376
+301
293
$59.6K 0.02%
1,148
+3
294
$59.6K 0.02%
1,076
+1
295
$59K 0.02%
2,684
+460
296
$58.5K 0.02%
945
+1
297
$58.5K 0.02%
1,245
+5
298
$58.4K 0.02%
553
299
$58K 0.02%
556
+1
300
$58K 0.02%
929
+2
10 11
12
13 14