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
801
$2.21K ﹤0.01%
29
802
$2.09K ﹤0.01%
101
+2
803
$2.04K ﹤0.01%
300
804
$2.02K ﹤0.01%
250
805
$1.98K ﹤0.01%
18
806
$1.94K ﹤0.01%
21
807
$1.87K ﹤0.01%
320
808
$1.86K ﹤0.01%
16
809
$1.85K ﹤0.01%
38
810
$1.77K ﹤0.01%
31
811
$1.77K ﹤0.01%
23
812
$1.74K ﹤0.01%
103
813
$1.73K ﹤0.01%
200
814
$1.73K ﹤0.01%
+6
815
$1.71K ﹤0.01%
106
816
$1.66K ﹤0.01%
7,830
817
$1.63K ﹤0.01%
18
818
$1.62K ﹤0.01%
100
819
$1.61K ﹤0.01%
22
820
$1.6K ﹤0.01%
100
821
$1.6K ﹤0.01%
33
+1
822
$1.54K ﹤0.01%
10
823
$1.54K ﹤0.01%
11
-94
824
$1.51K ﹤0.01%
3
825
$1.48K ﹤0.01%
154
-39
31 32
33
34 35