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
451
$23.1K 0.01%
1,943
+31
452
$22.9K 0.01%
42
453
$22.9K 0.01%
201
+1
454
$22.8K 0.01%
100
-1,586
455
$22.6K 0.01%
452
+3
456
$22.6K 0.01%
507
457
$22.5K 0.01%
321
458
$22.4K 0.01%
200
459
$22.3K 0.01%
128
460
$22.3K 0.01%
256
461
$22.2K 0.01%
3,050
462
$22.2K 0.01%
226
463
$22.2K 0.01%
1,298
+115
464
$22.1K 0.01%
470
465
$21.9K 0.01%
230
466
$21.6K 0.01%
831
467
$21.5K 0.01%
445
468
$21.4K 0.01%
459
+1
469
$21.2K 0.01%
65
470
$21.1K 0.01%
470
471
$21K 0.01%
68
472
$20.8K 0.01%
96
-50
473
$20.6K 0.01%
426
474
$20.6K 0.01%
1,152
475
$20.4K 0.01%
2,675
+1,675
17 18
19
20 21