AWM
Accel Wealth Management Portfolio holdings
AUM
$300M
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
+$187M
(+7.5%)
Cap. Flow
+$6.19M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
21.87%
Holding
1,123
New
24
Increased
238
Reduced
134
Closed
26
Top Buys
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$4.13M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.99M |
| 3 |
Vanguard Energy ETF
VDE
|
$939K |
| 4 |
Devon Energy
DVN
|
$433K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$385K |
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% |
