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
476
$20.4K 0.01%
259
477
$20.3K 0.01%
1,355
478
$20.2K 0.01%
248
479
$20.2K 0.01%
293
+2
480
$20.2K 0.01%
695
481
$20.2K 0.01%
925
482
$20K 0.01%
490
+4
483
$20K 0.01%
58
484
$20K 0.01%
2,312
+48
485
$19.7K 0.01%
785
486
$19.7K 0.01%
290
487
$19.5K 0.01%
143
488
$19.5K 0.01%
405
+1
489
$19.5K 0.01%
38
490
$19.5K 0.01%
200
491
$19.5K 0.01%
215
492
$19.5K 0.01%
478
+211
493
$19.4K 0.01%
323
494
$19.4K 0.01%
259
495
$19.3K 0.01%
850
496
$19.2K 0.01%
136
497
$19.2K 0.01%
650
498
$19.1K 0.01%
201
+1
499
$19.1K 0.01%
120
500
$19K 0.01%
186
+1
18 19
20
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