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
326
$49K 0.03%
507
327
$49K 0.03%
1,275
328
$49K 0.03%
1,593
329
$49K 0.03%
1,224
+8
330
$49K 0.03%
741
+4
331
$49K 0.03%
1,076
+592
332
$49K 0.03%
1,235
+5
333
$48K 0.03%
1,623
334
$48K 0.03%
2,000
335
$48K 0.03%
492
-604
336
$48K 0.03%
1,458
337
$48K 0.03%
1,157
338
$48K 0.03%
1,200
339
$47K 0.03%
625
340
$47K 0.03%
1,150
341
$47K 0.03%
1,149
+6
342
$47K 0.03%
564
-37
343
$45K 0.02%
954
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344
$45K 0.02%
337
345
$45K 0.02%
1,264
346
$45K 0.02%
366
347
$45K 0.02%
472
348
$45K 0.02%
278
+2
349
$45K 0.02%
4,061
-1,177
350
$44K 0.02%
504
-910
12 13
14
15 16