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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.93M
3
+$676K
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$522K
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$308K

Top Sells

1
+$2.68M
2
+$725K
3
+$722K
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$612K
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$360K

Sector Composition

1 Technology 3.91%
2 Financials 3.66%
3 Industrials 3.18%
4 Energy 2.87%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$153 ﹤0.01%
46
927
$132 ﹤0.01%
8
928
$109 ﹤0.01%
12
929
$108 ﹤0.01%
2
930
$64 ﹤0.01%
+5
931
$60 ﹤0.01%
+3
932
$55 ﹤0.01%
27
933
$48 ﹤0.01%
5
934
$38 ﹤0.01%
5
935
$35 ﹤0.01%
4
936
$3 ﹤0.01%
4
937
– –
-56
938
– –
-1,200
939
– –
-1,000
940
– –
-1,000
941
– –
-2,271
942
– –
-225
943
– –
-1,000
944
– –
-1,000
945
– –
-89
946
– –
-5,452
947
– –
-7
948
– –
-1,200
949
– –
-2,162
950
– –
-500
36 37
38
39 40