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
$250M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.11M
3
+$1.02M
4
IBM icon
IBM
IBM
+$766K
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$648K

Top Sells

1
+$2.63M
2
+$445K
3
+$287K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$274K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$268K

Sector Composition

1 Technology 9.31%
2 Financials 6.58%
3 Energy 4.35%
4 Industrials 3.64%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$233K 0.09%
8,317
+932
202
$230K 0.09%
+5,423
203
$230K 0.09%
2,605
+9
204
$230K 0.09%
2,683
-60
205
$227K 0.09%
+5,525
206
$227K 0.09%
1,306
+4
207
$226K 0.09%
2,943
-94
208
$222K 0.09%
+3,290
209
$222K 0.09%
+12,065
210
$221K 0.09%
1,398
-35
211
$221K 0.09%
976
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212
$220K 0.09%
2,200
213
$218K 0.09%
6,117
-191
214
$218K 0.09%
2,333
-177
215
$217K 0.09%
6,278
-300
216
$216K 0.09%
847
+57
217
$210K 0.08%
11,171
-3,383
218
$210K 0.08%
1,375
219
$208K 0.08%
+883
220
$207K 0.08%
7,234
+109
221
$207K 0.08%
1,181
222
$207K 0.08%
3,510
-1,168
223
$204K 0.08%
+2,990
224
$203K 0.08%
1,111
-462
225
$203K 0.08%
3,253
7 8
9
10 11