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
301
$57K 0.03%
280
302
$57K 0.03%
766
+1
303
$57K 0.03%
2,042
+3
304
$57K 0.03%
1,074
+1
305
$56K 0.03%
255
306
$56K 0.03%
185
-211
307
$56K 0.03%
634
+39
308
$55K 0.03%
1,250
309
$55K 0.03%
1,432
310
$54K 0.03%
553
311
$54K 0.03%
1,230
312
$53K 0.03%
2,578
+29
313
$53K 0.03%
2,211
+6
314
$53K 0.03%
+19,200
315
$52K 0.03%
536
316
$52K 0.03%
1,029
-150
317
$52K 0.03%
968
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318
$52K 0.03%
1,143
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1,141
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320
$51K 0.03%
1,217
+2
321
$51K 0.03%
2,162
322
$50K 0.03%
227
323
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2,000
324
$50K 0.03%
1,271
325
$50K 0.03%
920
11 12
13
14 15