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
26
$1.69M 0.9%
52,494
-99
27
$1.61M 0.86%
91,059
+571
28
$1.5M 0.8%
33,845
-778
29
$1.45M 0.77%
6,193
-20
30
$1.43M 0.77%
6,875
+5
31
$1.41M 0.75%
104,306
+1,486
32
$1.41M 0.75%
67,633
+348
33
$1.39M 0.74%
7,813
+19
34
$1.34M 0.72%
9,434
+151
35
$1.29M 0.69%
5,204
-462
36
$1.29M 0.69%
12,101
+1,101
37
$1.29M 0.69%
18,680
-14
38
$1.26M 0.68%
13,512
-1
39
$1.24M 0.66%
47,316
+916
40
$1.23M 0.65%
8,193
+114
41
$1.22M 0.65%
29,611
+3,380
42
$1.21M 0.65%
100,753
-2,196
43
$1.2M 0.64%
10,770
+8,410
44
$1.16M 0.62%
13,415
+152
45
$1.14M 0.61%
38,453
+5,346
46
$1.03M 0.55%
19,483
+399
47
$1.03M 0.55%
60,884
+55
48
$975K 0.52%
8,647
+8
49
$964K 0.51%
154,176
-150
50
$948K 0.51%
25,283
-1,800
1
2
3 4 5