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
326
$49.8K 0.02%
1,623
327
$49.6K 0.02%
203
328
$49.2K 0.02%
535
-23
329
$49.1K 0.02%
508
330
$48.9K 0.02%
430
+1
331
$48.8K 0.02%
1,157
332
$48.4K 0.02%
1,010
333
$47.8K 0.02%
1,041
-195
334
$47.7K 0.02%
472
335
$47.5K 0.02%
1,053
-165
336
$47.5K 0.02%
950
-200
337
$47.3K 0.02%
367
+1
338
$46.4K 0.02%
1,548
+6
339
$45.9K 0.02%
4,016
-2,310
340
$45.8K 0.02%
1,150
-125
341
$44.9K 0.02%
429
+2
342
$44.1K 0.02%
2,068
343
$44K 0.02%
5,210
344
$43.9K 0.02%
177
+127
345
$42.8K 0.02%
292
346
$42.2K 0.02%
199
347
$41.8K 0.02%
865
+3
348
$41.3K 0.02%
302
+24
349
$41K 0.02%
350
350
$40.9K 0.02%
852
+1
12 13
14
15 16