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
376
$36.9K 0.02%
1,165
-50
377
$36.7K 0.02%
162
378
$36.6K 0.02%
894
+5
379
$36.6K 0.02%
1,049
-157
380
$36.5K 0.01%
1,373
+15
381
$36.5K 0.01%
205
382
$36.3K 0.01%
162
383
$35.8K 0.01%
282
+2
384
$35.7K 0.01%
500
385
$35.7K 0.01%
286
386
$35.7K 0.01%
707
-150
387
$35.7K 0.01%
846
388
$35.4K 0.01%
207
+1
389
$35.4K 0.01%
800
390
$35.4K 0.01%
715
391
$35.2K 0.01%
61
392
$34.5K 0.01%
1,338
393
$34.5K 0.01%
1,059
+6
394
$34.5K 0.01%
1,292
395
$34.1K 0.01%
1,071
+4
396
$34.1K 0.01%
751
+3
397
$34K 0.01%
3,000
398
$33.6K 0.01%
441
-124
399
$33.4K 0.01%
662
+1
400
$33.2K 0.01%
500
14 15
16
17 18