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
301
$57.9K 0.02%
1,550
302
$57.1K 0.02%
1,830
303
$56.2K 0.02%
1,503
-100
304
$56K 0.02%
1,230
305
$55.7K 0.02%
2,680
+50
306
$55.7K 0.02%
968
307
$54.4K 0.02%
3,000
308
$54.2K 0.02%
5,000
309
$54K 0.02%
264
-50
310
$53.9K 0.02%
920
311
$53.9K 0.02%
2,537
+17
312
$53.3K 0.02%
1,146
-157
313
$52.9K 0.02%
700
+500
314
$52.7K 0.02%
1,985
+1
315
$52.5K 0.02%
6,419
-1,198
316
$52.3K 0.02%
256
317
$52.2K 0.02%
1,070
318
$51.9K 0.02%
745
+4
319
$51.8K 0.02%
1,029
320
$51.7K 0.02%
600
321
$51.6K 0.02%
6,279
-664
322
$50.6K 0.02%
1,157
+2
323
$50.5K 0.02%
915
324
$50.3K 0.02%
917
-8
325
$50.2K 0.02%
680
-345
11 12
13
14 15