AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
1-Year Return
16.62%
This Quarter Return
+2.57%
1 Year Return
+16.62%
3 Year Return
+44.44%
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
-$4.85M
(-1.8%)
Cap. Flow
-$7.29M
Cap. Flow
% of AUM
-2.76%
Top 10 Holdings %
Top 10 Hldgs %
26.65%
Holding
269
New
13
Increased
108
Reduced
104
Closed
18
Top Buys
| 1 |
Capital Group Dividend Value ETF
CGDV
|
$815K |
| 2 |
Capital Group Growth ETF
CGGR
|
$596K |
| 3 |
Intel
INTC
|
$530K |
| 4 |
Vanguard Energy ETF
VDE
|
$489K |
| 5 |
SPDR Gold Trust
GLD
|
$476K |
Top Sells
| 1 |
US Bancorp
USB
|
$4.93M |
| 2 |
Occidental Petroleum
OXY
|
$2.64M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$2.19M |
| 4 |
Prudential Financial
PRU
|
$557K |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$502K |
Sector Composition
| 1 | Technology | 10.58% |
| 2 | Financials | 4.97% |
| 3 | Consumer Discretionary | 3.12% |
| 4 | Industrials | 3.05% |
| 5 | Consumer Staples | 2.69% |
