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
426
$28.8K 0.01%
266
427
$28.7K 0.01%
1,504
428
$28.6K 0.01%
42
429
$28.3K 0.01%
500
430
$27.8K 0.01%
146
431
$27.8K 0.01%
780
432
$27.5K 0.01%
224
433
$27.5K 0.01%
2,176
+55
434
$27.3K 0.01%
257
435
$27.1K 0.01%
388
+1
436
$27K 0.01%
+200
437
$26.5K 0.01%
450
438
$26.2K 0.01%
2,000
439
$26.2K 0.01%
359
440
$26.2K 0.01%
553
441
$26.1K 0.01%
650
442
$26.1K 0.01%
354
443
$26.1K 0.01%
529
+22
444
$25.7K 0.01%
807
-50
445
$25.6K 0.01%
490
446
$25.4K 0.01%
465
447
$25.3K 0.01%
151
448
$25.3K 0.01%
166
449
$25.2K 0.01%
300
450
$25K 0.01%
201