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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
$383M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.47M
3
+$2.17M
4
ACYN
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
+$1.87M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.75M

Top Sells

1
+$2.01M
2
+$900K
3
+$546K
4
IYW icon
iShares US Technology ETF
IYW
+$379K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$317K

Sector Composition

1 Technology 8.45%
2 Industrials 3.87%
3 Financials 3.48%
4 Energy 2.39%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RVT icon
76
Royce Value Trust
RVT
$2.2B
$1.28M 0.33%
77,074
-9,637
XOM icon
77
Exxon Mobil
XOM
$609B
$1.24M 0.32%
7,286
+325
AIRR icon
78
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.6B
$1.22M 0.32%
11,002
-144
FFEB icon
79
FT Vest US Equity Buffer ETF February
FFEB
$1.34B
$1.21M 0.32%
21,633
+2,405
GOOG icon
80
Alphabet (Google) Class C
GOOG
$4.37T
$1.21M 0.31%
4,207
+139
NUKZ icon
81
Range Nuclear Renaissance Index ETF
NUKZ
$839M
$1.21M 0.31%
18,343
+2,425
FMAY icon
82
FT Vest US Equity Buffer ETF May
FMAY
$1.22B
$1.19M 0.31%
22,615
-200
FSEP icon
83
FT Vest US Equity Buffer ETF September
FSEP
$1.27B
$1.17M 0.3%
23,180
CAT icon
84
Caterpillar
CAT
$419B
$1.15M 0.3%
1,621
+95
IYW icon
85
iShares US Technology ETF
IYW
$24.3B
$1.11M 0.29%
6,103
-1,963
FTHI icon
86
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.26B
$1.1M 0.29%
47,801
+200
WMT icon
87
Walmart Inc
WMT
$963B
$1.09M 0.28%
8,765
+543
VOT icon
88
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$1.09M 0.28%
4,228
+50
AMD icon
89
Advanced Micro Devices
AMD
$834B
$1.08M 0.28%
5,298
-6
ABBV icon
90
AbbVie
ABBV
$402B
$1.06M 0.28%
4,864
+408
PRU icon
91
Prudential Financial
PRU
$37.7B
$1.05M 0.27%
10,701
-629
PFF icon
92
iShares Preferred and Income Securities ETF
PFF
$13.6B
$1.03M 0.27%
34,067
-133
VMBS icon
93
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$1.03M 0.27%
21,949
+2,515
FJUL icon
94
FT Vest US Equity Buffer ETF July
FJUL
$1.17B
$1.02M 0.27%
18,591
-400
NOC icon
95
Northrop Grumman
NOC
$78.2B
$996K 0.26%
1,460
+2
ARCC icon
96
Ares Capital
ARCC
$13.8B
$986K 0.26%
54,710
-412
PXH icon
97
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
$968K 0.25%
35,965
+3,928
LLY icon
98
Eli Lilly
LLY
$1.01T
$962K 0.25%
1,045
+8
LMT icon
99
Lockheed Martin
LMT
$125B
$953K 0.25%
1,577
-31
PID icon
100
Invesco International Dividend Achievers ETF
PID
$927M
$941K 0.25%
42,284
-6,901
2 3
4
5 6