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
451
$24K 0.01%
1,250
452
$24K 0.01%
2,000
453
$24K 0.01%
248
454
$24K 0.01%
300
455
$23K 0.01%
354
456
$23K 0.01%
321
457
$23K 0.01%
825
458
$23K 0.01%
1,200
459
$23K 0.01%
1,000
460
$23K 0.01%
1,000
461
$23K 0.01%
4,038
462
$23K 0.01%
128
463
$23K 0.01%
507
464
$23K 0.01%
458
+2
465
$23K 0.01%
1,152
466
$23K 0.01%
553
467
$22K 0.01%
2,271
+30
468
$22K 0.01%
1,912
-83
469
$22K 0.01%
3,050
470
$22K 0.01%
+341
471
$22K 0.01%
470
472
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200
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473
$22K 0.01%
256
474
$21K 0.01%
230
475
$21K 0.01%
200
-250
17 18
19
20 21