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
701
$6.76K ﹤0.01%
+4,000
702
$6.71K ﹤0.01%
255
+4
703
$6.66K ﹤0.01%
2,000
704
$6.62K ﹤0.01%
600
705
$6.62K ﹤0.01%
150
706
$6.53K ﹤0.01%
100
707
$6.53K ﹤0.01%
101
708
$6.49K ﹤0.01%
121
709
$6.47K ﹤0.01%
107
-154
710
$6.31K ﹤0.01%
250
711
$6.3K ﹤0.01%
204
712
$6.26K ﹤0.01%
52
713
$6.21K ﹤0.01%
153
714
$6.21K ﹤0.01%
206
+2
715
$6.05K ﹤0.01%
75
716
$6.02K ﹤0.01%
110
717
$5.98K ﹤0.01%
87
718
$5.94K ﹤0.01%
2,000
719
$5.92K ﹤0.01%
135
720
$5.79K ﹤0.01%
250
721
$5.67K ﹤0.01%
1,000
722
$5.56K ﹤0.01%
146
723
$5.54K ﹤0.01%
467
724
$5.51K ﹤0.01%
218
725
$5.51K ﹤0.01%
202
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