AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$939K
3
+$433K
4
DE icon
Deere & Co
DE
+$334K
5
PECO icon
Phillips Edison & Co
PECO
+$159K

Top Sells

1
+$382K
2
+$371K
3
+$212K
4
PEP icon
PepsiCo
PEP
+$138K
5
HD icon
Home Depot
HD
+$138K

Sector Composition

1 Technology 4.73%
2 Financials 4.22%
3 Industrials 3.15%
4 Energy 3.02%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94K 0.05%
1,284
227
$93K 0.05%
743
+3
228
$91K 0.05%
7,390
+82
229
$91K 0.05%
8,321
+104
230
$90K 0.05%
5,583
-189
231
$88K 0.05%
5,742
+11
232
$88K 0.05%
1,040
+4
233
$88K 0.05%
481
-13
234
$86K 0.05%
369
-207
235
$86K 0.05%
4,370
236
$86K 0.05%
585
+1
237
$85K 0.05%
2,769
+11
238
$83K 0.04%
8,617
+2,300
239
$83K 0.04%
1,747
240
$83K 0.04%
2,633
-106
241
$82K 0.04%
284
-478
242
$82K 0.04%
1,465
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243
$81K 0.04%
2,103
+1
244
$81K 0.04%
+1,800
245
$81K 0.04%
242
+1
246
$81K 0.04%
328
247
$80K 0.04%
406
-547
248
$79K 0.04%
1,167
-208
249
$78K 0.04%
1,205
+90
250
$77K 0.04%
326
8 9
10
11 12