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
826
$1.48K ﹤0.01%
10
827
$1.45K ﹤0.01%
84
828
$1.45K ﹤0.01%
10
829
$1.43K ﹤0.01%
17
830
$1.42K ﹤0.01%
33
831
$1.42K ﹤0.01%
730
832
$1.39K ﹤0.01%
15
833
$1.36K ﹤0.01%
87
834
$1.35K ﹤0.01%
8
835
$1.34K ﹤0.01%
36
836
$1.34K ﹤0.01%
3
837
$1.33K ﹤0.01%
67
838
$1.31K ﹤0.01%
18
839
$1.27K ﹤0.01%
1,060
840
$1.25K ﹤0.01%
14
841
$1.25K ﹤0.01%
13
842
$1.24K ﹤0.01%
15
843
$1.24K ﹤0.01%
14
844
$1.22K ﹤0.01%
11
845
$1.21K ﹤0.01%
9
846
$1.17K ﹤0.01%
100
847
$1.14K ﹤0.01%
318
848
$1.11K ﹤0.01%
20
849
$1.1K ﹤0.01%
24
+15
850
$1.1K ﹤0.01%
16
32 33
34
35 36