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
851
$1.09K ﹤0.01%
10
852
$1.09K ﹤0.01%
15
853
$1.05K ﹤0.01%
37
854
$1.05K ﹤0.01%
66
855
$1.05K ﹤0.01%
+20
856
$1.04K ﹤0.01%
118
857
$1.03K ﹤0.01%
11
858
$1K ﹤0.01%
25
859
$999 ﹤0.01%
8
860
$971 ﹤0.01%
100
861
$958 ﹤0.01%
2
862
$942 ﹤0.01%
34
863
$931 ﹤0.01%
98
+1
864
$918 ﹤0.01%
9
-1
865
$912 ﹤0.01%
9
866
$911 ﹤0.01%
34
867
$907 ﹤0.01%
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868
$898 ﹤0.01%
35
869
$892 ﹤0.01%
28
870
$889 ﹤0.01%
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871
$880 ﹤0.01%
9
872
$865 ﹤0.01%
32
873
$851 ﹤0.01%
11
874
$849 ﹤0.01%
75
875
$847 ﹤0.01%
87
+2
33 34
35
36 37