AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+5.98%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$18.7M
(+7.5%)
Cap. Flow
+$5.8M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
25.33%
Holding
274
New
30
Increased
110
Reduced
105
Closed
18
Top Buys
Top Sells
| 1 |
First Trust Senior Loan Fund ETF
FTSL
|
$3.17M |
| 2 |
SPDR Gold Trust
GLD
|
$3.15M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$887K |
| 4 |
Procter & Gamble
PG
|
$810K |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$716K |
Sector Composition
| 1 | Technology | 9.28% |
| 2 | Financials | 6.67% |
| 3 | Industrials | 3.57% |
| 4 | Energy | 3.47% |
| 5 | Consumer Staples | 2.95% |
