AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+1.41%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$250M
AUM Growth
+$14.2M
(+6%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
5.26%
Top 10 Holdings %
Top 10 Hldgs %
25.89%
Holding
255
New
28
Increased
135
Reduced
67
Closed
11
Top Buys
| 1 |
FT Vest US Equity Buffer ETF May
FMAY
|
$1.27M |
| 2 |
NVIDIA
NVDA
|
$1.11M |
| 3 |
Microsoft
MSFT
|
$1.02M |
| 4 |
IBM
IBM
|
$766K |
| 5 |
FT Vest US Equity Buffer ETF April
FAPR
|
$648K |
Top Sells
Sector Composition
| 1 | Technology | 9.31% |
| 2 | Financials | 6.58% |
| 3 | Energy | 4.35% |
| 4 | Industrials | 3.64% |
| 5 | Consumer Staples | 3.17% |
