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
651
$9.38K ﹤0.01%
1,170
+20
652
$9.36K ﹤0.01%
101
653
$9.34K ﹤0.01%
250
654
$9.28K ﹤0.01%
1,169
655
$9.21K ﹤0.01%
352
656
$9.2K ﹤0.01%
100
657
$9.19K ﹤0.01%
684
+11
658
$9.14K ﹤0.01%
150
659
$9.06K ﹤0.01%
109
660
$9.03K ﹤0.01%
+145
661
$8.99K ﹤0.01%
91
662
$8.94K ﹤0.01%
186
+1
663
$8.93K ﹤0.01%
86
+1
664
$8.87K ﹤0.01%
149
-15
665
$8.78K ﹤0.01%
100
+50
666
$8.69K ﹤0.01%
44
667
$8.69K ﹤0.01%
24
668
$8.66K ﹤0.01%
212
669
$8.56K ﹤0.01%
100
670
$8.55K ﹤0.01%
200
671
$8.54K ﹤0.01%
284
672
$8.46K ﹤0.01%
108
673
$8.31K ﹤0.01%
283
674
$8.23K ﹤0.01%
108
675
$8.15K ﹤0.01%
112
+1
25 26
27
28 29