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
451
$24.8K 0.01%
+740
452
$24.7K 0.01%
100
453
$24.3K 0.01%
4,038
454
$23.8K 0.01%
2,400
455
$23.6K 0.01%
2,675
456
$23.4K 0.01%
35
-5
457
$23.4K 0.01%
825
458
$23.4K 0.01%
454
+2
459
$23.3K 0.01%
470
460
$23.3K 0.01%
1,866
-77
461
$23.2K 0.01%
426
462
$23K 0.01%
2,000
463
$22.9K 0.01%
226
464
$22.8K 0.01%
128
465
$22.7K 0.01%
256
466
$22.6K 0.01%
184
467
$22.5K 0.01%
200
468
$22.5K 0.01%
650
469
$22.4K 0.01%
18,200
-1,000
470
$22.3K 0.01%
445
471
$22.3K 0.01%
230
472
$22K 0.01%
248
473
$22K 0.01%
222
-37
474
$21.8K 0.01%
1,776
475
$21.8K 0.01%
215
17 18
19
20 21