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
351
$38.5K 0.02%
1,116
-14
352
$38.3K 0.02%
452
353
$38.3K 0.02%
715
354
$38.3K 0.02%
162
355
$38.1K 0.02%
1,862
+11
356
$37.9K 0.02%
137
357
$37.6K 0.02%
519
358
$37.6K 0.02%
851
+1
359
$37.1K 0.02%
357
360
$36.8K 0.02%
920
361
$36.8K 0.02%
862
+2
362
$36.6K 0.02%
142
363
$36.6K 0.02%
889
+8
364
$36.6K 0.02%
857
-130
365
$36.3K 0.02%
1,776
366
$36.2K 0.02%
1,581
367
$35.5K 0.02%
1,053
-200
368
$35.1K 0.02%
449
+1
369
$35.1K 0.02%
286
370
$35.1K 0.02%
1,010
-100
371
$35K 0.02%
846
372
$35K 0.02%
10,699
+353
373
$34.9K 0.02%
205
-15
374
$34.8K 0.02%
1,358
375
$34.8K 0.02%
162
-1
13 14
15
16 17