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
426
$28K 0.02%
195
427
$28K 0.02%
199
428
$28K 0.02%
311
+3
429
$28K 0.02%
860
+4
430
$27K 0.01%
264
+197
431
$27K 0.01%
2,722
+38
432
$27K 0.01%
3,000
433
$27K 0.01%
+622
434
$27K 0.01%
159
435
$26K 0.01%
500
436
$26K 0.01%
1,150
-57
437
$26K 0.01%
403
+1
438
$26K 0.01%
1,441
439
$26K 0.01%
159
440
$25K 0.01%
359
441
$25K 0.01%
259
442
$25K 0.01%
500
443
$25K 0.01%
1,776
444
$25K 0.01%
465
445
$25K 0.01%
450
446
$24K 0.01%
1,000
447
$24K 0.01%
650
448
$24K 0.01%
563
449
$24K 0.01%
151
450
$24K 0.01%
780
-2
16 17
18
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