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
776
$2.81K ﹤0.01%
35
777
$2.75K ﹤0.01%
44
+1
778
$2.69K ﹤0.01%
39
779
$2.67K ﹤0.01%
218
+3
780
$2.66K ﹤0.01%
23
781
$2.62K ﹤0.01%
36
782
$2.58K ﹤0.01%
272
+7
783
$2.54K ﹤0.01%
52
784
$2.53K ﹤0.01%
45
785
$2.53K ﹤0.01%
35
786
$2.5K ﹤0.01%
300
787
$2.46K ﹤0.01%
900
788
$2.44K ﹤0.01%
93
789
$2.43K ﹤0.01%
56
790
$2.4K ﹤0.01%
40
-83
791
$2.37K ﹤0.01%
55
792
$2.37K ﹤0.01%
37
793
$2.36K ﹤0.01%
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794
$2.36K ﹤0.01%
107
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795
$2.34K ﹤0.01%
99
796
$2.3K ﹤0.01%
27
797
$2.29K ﹤0.01%
20
-66
798
$2.25K ﹤0.01%
81
799
$2.24K ﹤0.01%
45
+1
800
$2.23K ﹤0.01%
100
30 31
32
33 34