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
351
$40.7K 0.02%
+6,100
352
$40.7K 0.02%
348
+100
353
$40.6K 0.02%
142
354
$40.5K 0.02%
1,581
355
$40.5K 0.02%
384
356
$40.3K 0.02%
419
-123
357
$40.1K 0.02%
1,100
358
$39.9K 0.02%
1,063
+1
359
$39.9K 0.02%
1,872
+10
360
$39.7K 0.02%
1,116
361
$39.7K 0.02%
669
-103
362
$39.2K 0.02%
571
-200
363
$39.1K 0.02%
452
364
$38.9K 0.02%
1,080
365
$38.5K 0.02%
966
+6
366
$38.5K 0.02%
326
367
$38.3K 0.02%
412
368
$38.1K 0.02%
137
369
$37.9K 0.02%
449
370
$37.9K 0.02%
761
+302
371
$37.8K 0.02%
212
+1
372
$37.7K 0.02%
920
373
$37.3K 0.02%
337
374
$37.3K 0.02%
1,776
375
$37.2K 0.02%
409
+210
13 14
15
16 17