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 | 3.48% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Consumer Staples | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Alcoa
AA
$8.24B
| $1K | ﹤0.01% |
33
| – | – |
|
852
Albany International
AIN
$1.84B
| $1K | ﹤0.01% |
+14
| New | +$1K |
|
853
Alcon
ALC
$39.6B
| $1K | ﹤0.01% |
11
| – | – |
|
854
Archrock
AROC
$4.44B
| $1K | ﹤0.01% |
+84
| New | +$1K |
|
855
Arrow Electronics
ARW
$6.57B
| $1K | ﹤0.01% |
+8
| New | +$1K |
|
856
Avanos Medical
AVNS
$590M
| $1K | ﹤0.01% |
28
| – | – |
|
857
Ball Corp
BALL
$13.9B
| $1K | ﹤0.01% |
20
-22
| -52% | -$1.1K |
|
858
Bright Horizons
BFAM
$6.64B
| $1K | ﹤0.01% |
+8
| New | +$1K |
|
859
Bio-Rad Laboratories Class A
BIO
$8B
| $1K | ﹤0.01% |
+2
| New | +$1K |
|
860
Box
BOX
$4.75B
| $1K | ﹤0.01% |
+34
| New | +$1K |
|
861
BorgWarner
BWA
$9.53B
| $1K | ﹤0.01% |
+19
| New | +$1K |
|
862
Boston Properties
BXP
$12.2B
| $1K | ﹤0.01% |
+16
| New | +$1K |
|
863
CBRE Group
CBRE
$48.9B
| $1K | ﹤0.01% |
+15
| New | +$1K |
|
864
Cabot Corp
CBT
$4.31B
| $1K | ﹤0.01% |
+11
| New | +$1K |
|
865
COPT Defense Properties
CDP
$3.46B
| $1K | ﹤0.01% |
+25
| New | +$1K |
|
866
Centene
CNC
$14.2B
| $1K | ﹤0.01% |
+10
| New | +$1K |
|
867
Cirrus Logic
CRUS
$5.94B
| $1K | ﹤0.01% |
+10
| New | +$1K |
|
868
Caesars Entertainment
CZR
$5.48B
| $1K | ﹤0.01% |
+16
| New | +$1K |
|
869
Diodes
DIOD
$2.46B
| $1K | ﹤0.01% |
+15
| New | +$1K |
|
870
DraftKings
DKNG
$23.1B
| $1K | ﹤0.01% |
40
-70
| -64% | -$1.75K |
|
871
DexCom
DXCM
$31.6B
| $1K | ﹤0.01% |
+16
| New | +$1K |
|
872
Edwards Lifesciences
EW
$47.5B
| $1K | ﹤0.01% |
+15
| New | +$1K |
|
873
FirstCash
FCFS
$6.53B
| $1K | ﹤0.01% |
+13
| New | +$1K |
|
874
Forian
FORA
$65.3M
| $1K | ﹤0.01% |
100
| – | – |
|
875
FormFactor
FORM
$2.26B
| $1K | ﹤0.01% |
+28
| New | +$1K |
|