AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
-0.91%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$3.91M
(+2.6%)
Cap. Flow
+$5.02M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
23.6%
Holding
943
New
29
Increased
195
Reduced
194
Closed
86
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Financials | 5.31% |
| 3 | Consumer Discretionary | 3.78% |
| 4 | Industrials | 3.7% |
| 5 | Communication Services | 3.65% |
