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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
GD icon
151
General Dynamics
GD
$97.4B
$501K 0.13%
1,461
+2
DVN icon
152
Devon Energy
DVN
$52.3B
$497K 0.13%
9,880
+1,652
DUK icon
153
Duke Energy
DUK
$97.4B
$494K 0.13%
3,772
+299
JPC icon
154
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$490K 0.13%
65,015
-3,314
VIOO icon
155
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.02B
$478K 0.12%
4,161
-114
OKE icon
156
Oneok
OKE
$57.1B
$478K 0.12%
5,286
+1,028
COKE icon
157
Coca-Cola Consolidated
COKE
$12.5B
$475K 0.12%
2,476
+168
PFFD icon
158
Global X US Preferred ETF
PFFD
$2.16B
$466K 0.12%
25,324
-7,357
COP icon
159
ConocoPhillips
COP
$143B
$464K 0.12%
3,517
+15
RSP icon
160
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$464K 0.12%
2,416
-81
NRG icon
161
NRG Energy
NRG
$26.5B
$460K 0.12%
3,148
DVLU icon
162
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$43.8M
$458K 0.12%
13,403
-548
BCD icon
163
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$409M
$456K 0.12%
12,753
+4,281
IYK icon
164
iShares US Consumer Staples ETF
IYK
$1.61B
$453K 0.12%
6,466
-790
PGF icon
165
Invesco Financial Preferred ETF
PGF
$692M
$451K 0.12%
32,762
-451
BA icon
166
Boeing
BA
$173B
$449K 0.12%
2,256
+35
FMAR icon
167
FT Vest US Equity Buffer ETF March
FMAR
$1.16B
$448K 0.12%
+9,240
XIMR icon
168
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$30.6M
$440K 0.11%
14,240
+776
HNDL icon
169
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$640M
$434K 0.11%
19,851
-1,611
FJAN icon
170
FT Vest US Equity Buffer ETF January
FJAN
$1.39B
$433K 0.11%
+8,588
CET
171
Central Securities Corp
CET
$1.57B
$432K 0.11%
8,704
NLY icon
172
Annaly Capital Management
NLY
$16.1B
$432K 0.11%
20,431
+4,122
V icon
173
Visa
V
$613B
$424K 0.11%
1,402
-37
EMR icon
174
Emerson Electric
EMR
$80.1B
$418K 0.11%
3,193
-193
ETN icon
175
Eaton
ETN
$152B
$408K 0.11%
1,140
-19
5 6
7
8 9