AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+6.58%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$49.2M
(+32%)
Cap. Flow
+$39.5M
Cap. Flow
% of AUM
19.35%
Top 10 Holdings %
Top 10 Hldgs %
22.91%
Holding
958
New
112
Increased
336
Reduced
91
Closed
15
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$2.88M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.14M |
| 3 |
First Trust Senior Loan Fund ETF
FTSL
|
+$1.9M |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.54M |
| 5 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$1.34M |
Top Sells
Sector Composition
| 1 | Technology | 6.68% |
| 2 | Financials | 4.86% |
| 3 | Industrials | 3.51% |
| 4 | Consumer Discretionary | 3.31% |
| 5 | Communication Services | 2.86% |
