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
576
$12.7K 0.01%
77
577
$12.7K 0.01%
375
578
$12.7K 0.01%
125
579
$12.6K 0.01%
33
+8
580
$12.5K 0.01%
1,550
-1,000
581
$12.5K 0.01%
166
582
$12.4K 0.01%
248
-25
583
$12.4K 0.01%
74
584
$12.4K 0.01%
196
585
$12.4K 0.01%
353
-157
586
$12.3K 0.01%
269
-8
587
$12.3K 0.01%
106
588
$12.3K 0.01%
200
589
$12.2K 0.01%
1,122
590
$12.1K 0.01%
120
591
$12K 0.01%
220
592
$12K 0.01%
133
-18
593
$11.9K 0.01%
1,160
+32
594
$11.8K 0.01%
250
595
$11.8K 0.01%
288
596
$11.7K 0.01%
200
597
$11.7K 0.01%
521
598
$11.7K 0.01%
2,250
599
$11.6K 0.01%
409
+4
600
$11.6K 0.01%
103
22 23
24
25 26