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AWM
Accel Wealth Management Portfolio holdings
AUM
$383M
1-Year Est. Return
20.12%
This Fund
S&P 500
1 Year Est. Return
+20.12%
AUM
$383M
AUM Growth
+$17.7M
(+4.8%)
Holding
302
Top Buys
| 1 | +$2.85M | |
| 2 | +$2.47M | |
| 3 | +$2.17M | |
| 4 |
ACYN
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
|
+$1.87M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.75M |
Top Sells
| 1 | +$2.01M | |
| 2 | +$900K | |
| 3 | +$546K | |
| 4 |
iShares US Technology ETF
IYW
|
+$379K |
| 5 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$317K |
Sector Composition
| 1 | Technology | 8.45% |
| 2 | Industrials | 3.87% |
| 3 | Financials | 3.48% |
| 4 | Energy | 2.39% |
| 5 | Consumer Discretionary | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
| – | – |
-3,873
|
|
||
|
302
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
| – | – |
-4,890
|
|