We are live on ! Find out more
AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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
+$4.15M
2
+$895K
3
+$389K
4
DE icon
Deere & Co
DE
+$318K
5
PECO icon
Phillips Edison & Co
PECO
+$176K

Top Sells

1
+$403K
2
+$397K
3
+$185K
4
UPS icon
United Parcel Service
UPS
+$149K
5
PEP icon
PepsiCo
PEP
+$142K

Sector Composition

1 Technology 4.73%
2 Financials 4.25%
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%
1,224
+8
327
$49K 0.03%
741
+4
328
$49K 0.03%
507
329
$49K 0.03%
1,275
330
$49K 0.03%
1,593
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%
1,458
336
$48K 0.03%
492
-604
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%
337
344
$45K 0.02%
1,264
345
$45K 0.02%
954
-944
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%
558
12 13
14
15 16