AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
-2.61%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
-$10.5M
(-5.1%)
Cap. Flow
-$3.63M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
23.53%
Holding
995
New
54
Increased
251
Reduced
177
Closed
39
Top Buys
| 1 |
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
|
+$1.82M |
| 2 |
Vanguard Value ETF
VTV
|
+$1.18M |
| 3 |
Phillips Edison & Co
PECO
|
+$840K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$807K |
| 5 |
T Rowe Price
TROW
|
+$662K |
Top Sells
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Financials | 5.23% |
| 3 | Industrials | 3.85% |
| 4 | Consumer Discretionary | 3.38% |
| 5 | Communication Services | 2.84% |
