AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+8.76%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$19.6M
(+11%)
Cap. Flow
+$5.81M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
28.78%
Holding
200
New
32
Increased
85
Reduced
72
Closed
5
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$648K |
| 2 |
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
|
$589K |
| 3 |
Apple
AAPL
|
$563K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$556K |
| 5 |
JPS
Nuveen Preferred & Income Securities Fund
JPS
|
$530K |
Sector Composition
| 1 | Financials | 6.61% |
| 2 | Technology | 6.17% |
| 3 | Energy | 4.15% |
| 4 | Industrials | 3.77% |
| 5 | Consumer Discretionary | 2.33% |
