AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
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%
3,000
431
$27K 0.01%
+622
432
$27K 0.01%
159
433
$27K 0.01%
264
+197
434
$27K 0.01%
2,722
+38
435
$26K 0.01%
1,150
-57
436
$26K 0.01%
403
+1
437
$26K 0.01%
1,441
438
$26K 0.01%
159
439
$26K 0.01%
500
440
$25K 0.01%
500
441
$25K 0.01%
1,776
442
$25K 0.01%
465
443
$25K 0.01%
450
444
$25K 0.01%
359
445
$25K 0.01%
259
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
19 20