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
626
$11.2K ﹤0.01%
180
627
$10.9K ﹤0.01%
363
628
$10.9K ﹤0.01%
130
629
$10.8K ﹤0.01%
125
630
$10.8K ﹤0.01%
71
631
$10.8K ﹤0.01%
20
632
$10.6K ﹤0.01%
602
+15
633
$10.5K ﹤0.01%
+100
634
$10.5K ﹤0.01%
398
635
$10.4K ﹤0.01%
272
636
$10.3K ﹤0.01%
135
637
$10.3K ﹤0.01%
144
638
$10.2K ﹤0.01%
161
-28
639
$10.1K ﹤0.01%
828
640
$10.1K ﹤0.01%
633
641
$10.1K ﹤0.01%
271
+1
642
$9.93K ﹤0.01%
106
643
$9.87K ﹤0.01%
366
644
$9.73K ﹤0.01%
286
+2
645
$9.54K ﹤0.01%
1,000
646
$9.51K ﹤0.01%
1,000
647
$9.5K ﹤0.01%
125
648
$9.47K ﹤0.01%
475
649
$9.44K ﹤0.01%
126
650
$9.43K ﹤0.01%
+115