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
551
$14.4K 0.01%
45
552
$14.4K 0.01%
1,242
+16
553
$14.3K 0.01%
1,262
-2,799
554
$14.2K 0.01%
200
555
$14K 0.01%
1,890
556
$13.9K 0.01%
105
+94
557
$13.9K 0.01%
224
558
$13.9K 0.01%
332
+3
559
$13.9K 0.01%
500
560
$13.8K 0.01%
1,454
+157
561
$13.7K 0.01%
260
562
$13.7K 0.01%
40
-202
563
$13.5K 0.01%
1,915
564
$13.5K 0.01%
700
565
$13.5K 0.01%
192
566
$13.4K 0.01%
664
567
$13.4K 0.01%
747
568
$13.2K 0.01%
120
569
$13.2K 0.01%
260
570
$13.1K 0.01%
322
+1
571
$13K 0.01%
+757
572
$13K 0.01%
539
+239
573
$12.9K 0.01%
350
574
$12.9K 0.01%
300
575
$12.8K 0.01%
50
21 22
23
24 25