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
276
$68K 0.04%
1,458
+99
277
$68K 0.04%
1,608
278
$67K 0.04%
606
279
$67K 0.04%
222
280
$67K 0.04%
510
+1
281
$66K 0.04%
+1,335
282
$66K 0.04%
1,684
+17
283
$66K 0.04%
1,615
284
$65K 0.03%
637
285
$65K 0.03%
2,215
286
$64K 0.03%
1,233
+3
287
$64K 0.03%
1,481
-37
288
$62K 0.03%
257
+104
289
$61K 0.03%
667
290
$61K 0.03%
7,548
-382
291
$60K 0.03%
456
+2
292
$60K 0.03%
1,193
+6
293
$60K 0.03%
519
294
$59K 0.03%
7,855
+7,370
295
$59K 0.03%
265
-165
296
$59K 0.03%
1,983
297
$58K 0.03%
10,346
298
$58K 0.03%
425
+1
299
$58K 0.03%
365
300
$58K 0.03%
963
+5
10 11
12
13 14