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
351
$44K 0.02%
558
352
$44K 0.02%
5,210
353
$44K 0.02%
508
354
$44K 0.02%
915
355
$43K 0.02%
1,538
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356
$43K 0.02%
130
357
$43K 0.02%
651
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358
$42K 0.02%
1,080
359
$42K 0.02%
427
+1
360
$42K 0.02%
675
361
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1,253
-8
362
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768
363
$42K 0.02%
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364
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365
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366
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368
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369
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426
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372
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282
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373
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374
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375
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210
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13 14
15
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