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
401
$33.2K 0.01%
450
402
$33.2K 0.01%
159
403
$32.9K 0.01%
230
404
$32.9K 0.01%
10,701
+2
405
$32.8K 0.01%
197
406
$32.7K 0.01%
1,087
407
$32.5K 0.01%
960
408
$32.4K 0.01%
+400
409
$31.9K 0.01%
446
-26
410
$31.8K 0.01%
89
411
$31.6K 0.01%
200
+100
412
$31.4K 0.01%
1,250
413
$31.2K 0.01%
691
414
$30.9K 0.01%
2,865
+4
415
$30.8K 0.01%
1,475
+17
416
$30.8K 0.01%
622
417
$30.5K 0.01%
1,245
+18
418
$30.3K 0.01%
1,025
+17
419
$30.1K 0.01%
519
420
$29.7K 0.01%
315
+2
421
$29.6K 0.01%
392
422
$29.3K 0.01%
2,722
423
$29.2K 0.01%
723
+1
424
$29.1K 0.01%
981
425
$29K 0.01%
145
15 16
17
18 19