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
401
$30K 0.01%
1,215
-1,000
402
$29.7K 0.01%
326
403
$29.6K 0.01%
2,861
-3,769
404
$29.5K 0.01%
565
+2
405
$29.4K 0.01%
313
+2
406
$29.2K 0.01%
450
+109
407
$29.1K 0.01%
960
408
$28.9K 0.01%
197
409
$28.9K 0.01%
392
-32
410
$28.8K 0.01%
981
411
$28.8K 0.01%
145
-261
412
$28.5K 0.01%
857
-552
413
$28.3K 0.01%
40
+10
414
$28.3K 0.01%
2,722
415
$28.3K 0.01%
266
416
$28.3K 0.01%
1,008
+18
417
$28.2K 0.01%
722
+280
418
$27.8K 0.01%
697
+7
419
$27.4K 0.01%
780
420
$27.4K 0.01%
622
421
$27.3K 0.01%
248
422
$27.1K 0.01%
257
-7
423
$26.9K 0.01%
359
424
$26.8K 0.01%
1,250
425
$26.7K 0.01%
146
-13
15 16
17
18 19