AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+3.44%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
-$62.9M
(-26%)
Cap. Flow
-$67.4M
Cap. Flow
% of AUM
-37.12%
Top 10 Holdings %
Top 10 Hldgs %
29.44%
Holding
1,265
New
9
Increased
109
Reduced
46
Closed
800
Top Buys
| 1 |
US Bancorp
USB
|
+$3.42M |
| 2 |
Occidental Petroleum
OXY
|
+$3.02M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$2.6M |
| 4 |
Vanguard Value ETF
VTV
|
+$1.91M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.59M |
Top Sells
Sector Composition
| 1 | Technology | 5.99% |
| 2 | Financials | 5.51% |
| 3 | Energy | 4.2% |
| 4 | Industrials | 3.15% |
| 5 | Consumer Discretionary | 2.21% |
