AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+8.7%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$300M
AUM Growth
+$22.9M
(+8.3%)
Cap. Flow
+$4.81M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
280
New
24
Increased
125
Reduced
104
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$2.89M |
| 2 |
Invesco International Dividend Achievers ETF
PID
|
$387K |
| 3 |
Broadcom
AVGO
|
$359K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$358K |
| 5 |
Bristol-Myers Squibb
BMY
|
$281K |
Sector Composition
| 1 | Technology | 9.63% |
| 2 | Financials | 4.64% |
| 3 | Industrials | 4% |
| 4 | Consumer Discretionary | 2.92% |
| 5 | Energy | 2.37% |
