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
$250M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.11M
3
+$1.02M
4
IBM icon
IBM
IBM
+$766K
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$648K

Top Sells

1
+$2.63M
2
+$445K
3
+$287K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$274K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$268K

Sector Composition

1 Technology 9.31%
2 Financials 6.58%
3 Energy 4.35%
4 Industrials 3.64%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.97%
44,244
+1,881
27
$2.37M 0.95%
24,401
+3,333
28
$2.3M 0.92%
8,819
+654
29
$2.23M 0.89%
13,522
+22
30
$2.2M 0.88%
16,683
+1,937
31
$2.16M 0.86%
37,653
-757
32
$2.11M 0.84%
7,927
+100
33
$2.09M 0.84%
93,033
-3,014
34
$2.07M 0.83%
50,766
-380
35
$1.98M 0.79%
99,559
+1,679
36
$1.81M 0.72%
8,913
+204
37
$1.78M 0.71%
15,193
-117
38
$1.76M 0.71%
121,778
+930
39
$1.75M 0.7%
14,168
-83
40
$1.75M 0.7%
8,660
+676
41
$1.71M 0.68%
10,620
+1,450
42
$1.67M 0.67%
321,257
+25,443
43
$1.56M 0.63%
106,120
-6,802
44
$1.54M 0.62%
48,873
-1,334
45
$1.48M 0.59%
12,999
+353
46
$1.47M 0.59%
2,691
+7
47
$1.46M 0.58%
29,548
+5,567
48
$1.42M 0.57%
5,694
+508
49
$1.34M 0.54%
32,617
+3,251
50
$1.33M 0.53%
3,555
+524
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