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
376
$34.4K 0.02%
1,067
+36
377
$34.1K 0.02%
211
+1
378
$33.7K 0.02%
412
+86
379
$33.6K 0.02%
1,338
380
$33.6K 0.02%
61
381
$33.4K 0.02%
5,210
382
$33.3K 0.02%
1,292
383
$33.3K 0.02%
748
+33
384
$33.1K 0.02%
691
385
$32.9K 0.02%
661
+2
386
$32.8K 0.02%
3,000
387
$32.8K 0.02%
+820
388
$32.6K 0.02%
446
-58
389
$32.3K 0.02%
19,200
390
$31.7K 0.02%
1,504
-149
391
$31.2K 0.01%
1,087
-63
392
$31K 0.01%
472
-27
393
$30.7K 0.01%
500
394
$30.7K 0.01%
1,458
+17
395
$30.5K 0.01%
2,430
396
$30.5K 0.01%
230
397
$30.2K 0.01%
365
+164
398
$30.2K 0.01%
89
399
$30.2K 0.01%
800
-300
400
$30.2K 0.01%
+1,227
14 15
16
17 18