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
376
$38K 0.02%
987
-50
377
$38K 0.02%
715
+445
378
$38K 0.02%
1,057
+6
379
$38K 0.02%
292
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%
163
+30
387
$36K 0.02%
536
+26
388
$36K 0.02%
1,776
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%
61
-8
14 15
16
17 18