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
576
$13.7K 0.01%
1,915
577
$13.7K 0.01%
145
+45
578
$13.7K 0.01%
217
579
$13.6K 0.01%
545
+6
580
$13.6K 0.01%
120
581
$13.5K 0.01%
700
582
$13.5K 0.01%
33
583
$13.5K 0.01%
560
584
$13.4K 0.01%
167
+1
585
$13.4K 0.01%
354
+1
586
$13.3K 0.01%
200
587
$13.3K 0.01%
271
588
$13.2K 0.01%
224
589
$13.2K 0.01%
350
590
$13.1K 0.01%
+700
591
$13.1K 0.01%
220
592
$13.1K 0.01%
283
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593
$12.9K 0.01%
335
+3
594
$12.9K 0.01%
103
595
$12.7K 0.01%
261
-8
596
$12.7K 0.01%
234
597
$12.7K 0.01%
1,000
598
$12.6K 0.01%
250
599
$12.6K 0.01%
300
600
$12.6K 0.01%
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