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
751
$4.18K ﹤0.01%
45
752
$4.1K ﹤0.01%
62
753
$3.88K ﹤0.01%
251
754
$3.83K ﹤0.01%
39
755
$3.76K ﹤0.01%
205
756
$3.76K ﹤0.01%
100
757
$3.71K ﹤0.01%
61
758
$3.64K ﹤0.01%
70
+1
759
$3.62K ﹤0.01%
122
760
$3.62K ﹤0.01%
11
761
$3.56K ﹤0.01%
14
762
$3.52K ﹤0.01%
49
763
$3.46K ﹤0.01%
100
764
$3.33K ﹤0.01%
20
765
$3.3K ﹤0.01%
141
766
$3.3K ﹤0.01%
+100
767
$3.23K ﹤0.01%
162
+2
768
$3.2K ﹤0.01%
15
769
$3.19K ﹤0.01%
512
770
$3.06K ﹤0.01%
2
771
$2.96K ﹤0.01%
36
-200
772
$2.92K ﹤0.01%
32
773
$2.89K ﹤0.01%
500
774
$2.85K ﹤0.01%
33
775
$2.83K ﹤0.01%
114
29 30
31
32 33