AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
-12.54%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
-$19.3M
(-10%)
Cap. Flow
-$1.82M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
22.96%
Holding
1,093
New
113
Increased
276
Reduced
166
Closed
38
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$859K |
| 2 |
Vanguard Value ETF
VTV
|
+$625K |
| 3 |
Amazon
AMZN
|
+$535K |
| 4 |
Invesco International Dividend Achievers ETF
PID
|
+$461K |
| 5 |
SPDR Gold Trust
GLD
|
+$452K |
Top Sells
Sector Composition
| 1 | Technology | 5.54% |
| 2 | Financials | 4.65% |
| 3 | Industrials | 3.43% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Consumer Staples | 3.01% |
