AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+6.18%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$16.1M
(+15%)
Cap. Flow
+$9.29M
Cap. Flow
% of AUM
7.53%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
934
New
70
Increased
245
Reduced
127
Closed
38
Top Buys
Top Sells
| 1 |
ARK Web x.0 ETF
ARKW
|
+$650K |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
+$242K |
| 3 |
MDU Resources
MDU
|
+$185K |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
+$150K |
| 5 |
Xenon Pharmaceuticals
XENE
|
+$138K |
Sector Composition
| 1 | Technology | 7.14% |
| 2 | Financials | 5.77% |
| 3 | Consumer Discretionary | 4.72% |
| 4 | Industrials | 4.42% |
| 5 | Communication Services | 3.88% |
