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
551
$15.5K 0.01%
1,693
+16
552
$15.4K 0.01%
39
+30
553
$15.3K 0.01%
656
554
$15.3K 0.01%
74
555
$15.2K 0.01%
1,760
556
$15.1K 0.01%
1,250
557
$15.1K 0.01%
261
+1
558
$14.8K 0.01%
1,251
+9
559
$14.8K 0.01%
322
560
$14.7K 0.01%
747
561
$14.7K 0.01%
214
562
$14.6K 0.01%
230
563
$14.5K 0.01%
288
564
$14.4K 0.01%
41
+1
565
$14.4K 0.01%
375
566
$14.4K 0.01%
77
567
$14.4K 0.01%
1,065
568
$14.4K 0.01%
200
569
$14.2K 0.01%
255
+2
570
$14.1K 0.01%
350
571
$14.1K 0.01%
5,000
572
$13.9K 0.01%
664
573
$13.9K 0.01%
260
574
$13.9K 0.01%
120
575
$13.8K 0.01%
65