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
401
$33K 0.02%
205
402
$33K 0.02%
2,068
403
$33K 0.02%
500
404
$32K 0.02%
691
405
$32K 0.02%
357
406
$32K 0.02%
286
407
$31K 0.02%
1,653
-3
408
$31K 0.02%
715
+1
409
$31K 0.02%
721
+1
410
$31K 0.02%
424
411
$30K 0.02%
499
-26
412
$30K 0.02%
960
413
$30K 0.02%
230
414
$30K 0.02%
1,751
415
$30K 0.02%
500
416
$30K 0.02%
448
+65
417
$30K 0.02%
326
418
$30K 0.02%
690
+7
419
$30K 0.02%
197
420
$29K 0.02%
990
+17
421
$29K 0.02%
89
422
$29K 0.02%
159
-4
423
$29K 0.02%
981
424
$28K 0.02%
266
425
$28K 0.02%
2,430
15 16
17
18 19