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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
376
$38K 0.02%
1,057
+6
377
$38K 0.02%
292
378
$38K 0.02%
987
-50
379
$38K 0.02%
715
+445
380
$37K 0.02%
137
381
$37K 0.02%
1,031
382
$37K 0.02%
603
383
$37K 0.02%
1,581
384
$37K 0.02%
920
385
$37K 0.02%
1,358
386
$36K 0.02%
536
+26
387
$36K 0.02%
1,776
388
$36K 0.02%
163
+30
389
$35K 0.02%
850
-200
390
$35K 0.02%
881
+6
391
$35K 0.02%
1,110
392
$35K 0.02%
220
393
$34K 0.02%
519
394
$34K 0.02%
1,338
395
$33K 0.02%
3,000
396
$33K 0.02%
659
+1
397
$33K 0.02%
142
398
$33K 0.02%
846
399
$33K 0.02%
1,292
400
$33K 0.02%
205
14 15
16
17 18