AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
-4.44%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$13.1M
(+7.5%)
Cap. Flow
-$4.41M
Cap. Flow
% of AUM
-2.35%
Top 10 Holdings %
Top 10 Hldgs %
21.87%
Holding
1,123
New
24
Increased
235
Reduced
137
Closed
26
Top Buys
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$4.13M |
| 2 |
Vanguard Energy ETF
VDE
|
$939K |
| 3 |
Devon Energy
DVN
|
$433K |
| 4 |
Deere & Co
DE
|
$334K |
| 5 |
Phillips Edison & Co
PECO
|
$159K |
Top Sells
| 1 |
CAPD
iPath Shiller CAPE ETN
CAPD
|
$382K |
| 2 |
Invesco QQQ Trust
QQQ
|
$371K |
| 3 |
United Rentals
URI
|
$212K |
| 4 |
PepsiCo
PEP
|
$138K |
| 5 |
Home Depot
HD
|
$138K |
Sector Composition
| 1 | Technology | 4.73% |
| 2 | Financials | 4.22% |
| 3 | Industrials | 3.2% |
| 4 | Energy | 3.02% |
| 5 | Consumer Discretionary | 2.8% |
