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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
501
$19K 0.01%
215
502
$19K 0.01%
850
503
$19K 0.01%
603
+2
504
$19K 0.01%
486
505
$18K 0.01%
30
506
$18K 0.01%
252
507
$18K 0.01%
820
508
$18K 0.01%
38
509
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58
510
$18K 0.01%
925
511
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539
512
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213
+180
513
$18K 0.01%
335
514
$18K 0.01%
136
515
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244
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100
517
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200
518
$18K 0.01%
831
519
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93
520
$18K 0.01%
200
521
$18K 0.01%
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522
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700
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$17K 0.01%
68
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524
$17K 0.01%
290
525
$17K 0.01%
309
+1
19 20
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