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
676
$8.11K ﹤0.01%
146
677
$8.1K ﹤0.01%
40
678
$7.95K ﹤0.01%
977
679
$7.94K ﹤0.01%
211
680
$7.91K ﹤0.01%
200
681
$7.9K ﹤0.01%
301
682
$7.88K ﹤0.01%
130
683
$7.73K ﹤0.01%
865
684
$7.72K ﹤0.01%
32
685
$7.66K ﹤0.01%
100
686
$7.65K ﹤0.01%
170
+20
687
$7.58K ﹤0.01%
171
+1
688
$7.54K ﹤0.01%
221
689
$7.53K ﹤0.01%
93
690
$7.5K ﹤0.01%
125
+1
691
$7.47K ﹤0.01%
191
692
$7.37K ﹤0.01%
134
+1
693
$7.26K ﹤0.01%
293
694
$7.21K ﹤0.01%
10
695
$7.17K ﹤0.01%
440
696
$7.13K ﹤0.01%
400
697
$7.12K ﹤0.01%
311
698
$6.99K ﹤0.01%
153
699
$6.82K ﹤0.01%
+48
700
$6.81K ﹤0.01%
87
26 27
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29 30