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
526
$18.3K 0.01%
526
527
$18.3K 0.01%
169
528
$18.1K 0.01%
100
529
$18K 0.01%
461
-236
530
$17.9K 0.01%
70
+66
531
$17.7K 0.01%
820
532
$17.6K 0.01%
645
533
$17.6K 0.01%
94
-10
534
$17.5K 0.01%
38
535
$17.5K 0.01%
171
536
$17.4K 0.01%
200
537
$17.2K 0.01%
460
+2
538
$17.1K 0.01%
555
-140
539
$17.1K 0.01%
495
540
$17.1K 0.01%
500
541
$17K 0.01%
500
542
$17K 0.01%
535
543
$16.5K 0.01%
+905
544
$16.4K 0.01%
45
545
$16.4K 0.01%
57
-11
546
$16.1K 0.01%
285
547
$16.1K 0.01%
192
548
$16K 0.01%
500
549
$15.9K 0.01%
157
-200
550
$15.8K 0.01%
373
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