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
651
$8.66K ﹤0.01%
366
652
$8.56K ﹤0.01%
250
653
$8.51K ﹤0.01%
301
654
$8.38K ﹤0.01%
126
655
$8.37K ﹤0.01%
828
656
$8.32K ﹤0.01%
+185
657
$8.21K ﹤0.01%
200
658
$8.18K ﹤0.01%
211
659
$8.18K ﹤0.01%
111
660
$8.07K ﹤0.01%
212
661
$8.02K ﹤0.01%
284
662
$8.01K ﹤0.01%
146
663
$8K ﹤0.01%
123
664
$7.98K ﹤0.01%
352
+1
665
$7.96K ﹤0.01%
124
+77
666
$7.94K ﹤0.01%
32
667
$7.94K ﹤0.01%
1,000
668
$7.88K ﹤0.01%
130
669
$7.81K ﹤0.01%
977
670
$7.8K ﹤0.01%
153
+53
671
$7.74K ﹤0.01%
200
672
$7.68K ﹤0.01%
150
673
$7.66K ﹤0.01%
100
674
$7.6K ﹤0.01%
283
675
$7.6K ﹤0.01%
303
25 26
27
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