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
251
$77K 0.04%
5,780
-800
252
$77K 0.04%
1,959
+4
253
$76K 0.04%
4,900
-125
254
$76K 0.04%
414
255
$76K 0.04%
1,153
256
$76K 0.04%
146
257
$76K 0.04%
1,221
258
$75K 0.04%
1,892
+181
259
$75K 0.04%
1,604
-904
260
$75K 0.04%
364
+2
261
$75K 0.04%
905
-12
262
$75K 0.04%
1,309
263
$74K 0.04%
1,033
+1
264
$74K 0.04%
847
265
$73K 0.04%
246
266
$73K 0.04%
2,325
267
$73K 0.04%
1,198
268
$71K 0.04%
2,528
269
$71K 0.04%
1,830
270
$71K 0.04%
607
+3
271
$70K 0.04%
766
+5
272
$70K 0.04%
606
-457
273
$70K 0.04%
6,630
+101
274
$69K 0.04%
2,497
+20
275
$69K 0.04%
408
9 10
11
12 13