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
476
$21.8K 0.01%
100
477
$21.7K 0.01%
470
478
$21.7K 0.01%
501
-651
479
$21.7K 0.01%
259
480
$21.7K 0.01%
+4,271
481
$21.6K 0.01%
831
482
$21.6K 0.01%
323
483
$21.5K 0.01%
925
484
$21.3K 0.01%
321
485
$21.3K 0.01%
622
+1
486
$21.3K 0.01%
161
-28
487
$21.3K 0.01%
1,370
+72
488
$21.2K 0.01%
96
489
$21.2K 0.01%
1,152
490
$21.1K 0.01%
1,641
-789
491
$21.1K 0.01%
406
+1
492
$20.9K 0.01%
259
493
$20.8K 0.01%
2,362
+50
494
$20.7K 0.01%
37
495
$20.6K 0.01%
785
496
$20.5K 0.01%
294
+1
497
$20.3K 0.01%
143
498
$20.3K 0.01%
1,890
499
$20.1K 0.01%
290
500
$20.1K 0.01%
3,050
18 19
20
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