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
476
$21K 0.01%
248
477
$21K 0.01%
449
+2
478
$21K 0.01%
326
479
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695
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480
$21K 0.01%
189
481
$21K 0.01%
1,200
482
$21K 0.01%
445
483
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+470
484
$20K 0.01%
42
+12
485
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1,000
486
$20K 0.01%
2,550
487
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+1,183
488
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1,355
489
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2,264
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490
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115
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492
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493
$19K 0.01%
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494
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495
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498
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500
$19K 0.01%
486
+2
18 19
20
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