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
151
$179K 0.07%
1,705
+3
152
$177K 0.07%
3,770
+3,570
153
$176K 0.07%
4,333
+15
154
$174K 0.07%
10,000
155
$172K 0.07%
1,041
+1
156
$171K 0.07%
2,258
157
$171K 0.07%
6,371
-683
158
$171K 0.07%
19,357
+53
159
$170K 0.07%
2,735
160
$165K 0.07%
1,186
161
$158K 0.06%
3,102
-396
162
$158K 0.06%
2,602
+2
163
$157K 0.06%
1,542
164
$155K 0.06%
3,315
-279
165
$154K 0.06%
5,788
+14
166
$151K 0.06%
6,210
167
$149K 0.06%
509
168
$148K 0.06%
1,553
+11
169
$147K 0.06%
1,881
+11
170
$145K 0.06%
1,956
+323
171
$144K 0.06%
695
+80
172
$143K 0.06%
2,464
173
$143K 0.06%
1,027
174
$142K 0.06%
9,631
-221
175
$142K 0.06%
1,240
+4
5 6
7
8 9