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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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
476
$21K 0.01%
1,200
477
$21K 0.01%
445
478
$21K 0.01%
+470
479
$21K 0.01%
248
480
$21K 0.01%
449
+2
481
$21K 0.01%
326
482
$21K 0.01%
695
-112
483
$21K 0.01%
189
484
$20K 0.01%
2,550
485
$20K 0.01%
+1,183
486
$20K 0.01%
1,355
487
$20K 0.01%
2,264
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488
$20K 0.01%
143
489
$20K 0.01%
115
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490
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226
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$20K 0.01%
42
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492
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1,000
493
$19K 0.01%
784
494
$19K 0.01%
291
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$19K 0.01%
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497
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486
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$19K 0.01%
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499
$19K 0.01%
785
500
$19K 0.01%
259
18 19
20
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