AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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 3.15%
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
501
$20.1K 0.01%
3,050
502
$20K 0.01%
7,548
503
$20K 0.01%
784
504
$19.9K 0.01%
1,355
505
$19.8K 0.01%
1,199
506
$19.7K 0.01%
186
507
$19.7K 0.01%
136
508
$19.6K 0.01%
311
+1
509
$19.6K 0.01%
1,295
-159
510
$19.3K 0.01%
491
+1
511
$19.3K 0.01%
201
512
$19.2K 0.01%
59
+1
513
$19.1K 0.01%
70
514
$19.1K 0.01%
120
515
$19K 0.01%
88
516
$19K 0.01%
246
+2
517
$18.9K 0.01%
1,185
518
$18.8K 0.01%
53
-12
519
$18.8K 0.01%
255
-191
520
$18.7K 0.01%
122
+25
521
$18.7K 0.01%
207
522
$18.6K 0.01%
480
+2
523
$18.6K 0.01%
850
524
$18.4K 0.01%
328
525
$18.3K 0.01%
335
19 20
21
22 23