AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
This Quarter Return
-1.3%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(+4.9%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
6.67%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
266
New
15
Increased
110
Reduced
108
Closed
10
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.49M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$3.18M |
| 3 |
Vanguard Value ETF
VTV
|
$1.02M |
| 4 |
RTX Corp
RTX
|
$793K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$751K |
Top Sells
| 1 |
FT Vest US Equity Buffer ETF April
FAPR
|
$684K |
| 2 |
Palantir
PLTR
|
$675K |
| 3 |
NVIDIA
NVDA
|
$592K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$537K |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
$498K |
Sector Composition
| 1 | Technology | 8.34% |
| 2 | Financials | 4.58% |
| 3 | Industrials | 3.55% |
| 4 | Energy | 2.74% |
| 5 | Consumer Discretionary | 2.69% |
