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
726
$5.43K ﹤0.01%
22
-10
727
$5.25K ﹤0.01%
75
728
$5.23K ﹤0.01%
186
729
$5.18K ﹤0.01%
95
730
$5.18K ﹤0.01%
1,800
-2,000
731
$5.11K ﹤0.01%
210
732
$5K ﹤0.01%
75
733
$4.99K ﹤0.01%
200
734
$4.98K ﹤0.01%
3,000
735
$4.98K ﹤0.01%
284
736
$4.93K ﹤0.01%
6
737
$4.9K ﹤0.01%
75
738
$4.86K ﹤0.01%
500
739
$4.77K ﹤0.01%
400
740
$4.73K ﹤0.01%
300
741
$4.61K ﹤0.01%
938
742
$4.51K ﹤0.01%
283
743
$4.48K ﹤0.01%
120
744
$4.47K ﹤0.01%
165
745
$4.47K ﹤0.01%
131
746
$4.47K ﹤0.01%
127
+1
747
$4.44K ﹤0.01%
17
748
$4.43K ﹤0.01%
130
749
$4.32K ﹤0.01%
205
750
$4.25K ﹤0.01%
360
+40
28 29
30
31 32