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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
526
$17K 0.01%
1,890
527
$17K 0.01%
140
-7
528
$17K 0.01%
201
529
$17K 0.01%
+207
530
$17K 0.01%
259
531
$17K 0.01%
37
532
$17K 0.01%
442
+4
533
$17K 0.01%
1,000
534
$17K 0.01%
412
+3
535
$17K 0.01%
1,000
536
$17K 0.01%
426
537
$17K 0.01%
495
538
$16K 0.01%
645
539
$16K 0.01%
328
540
$16K 0.01%
500
541
$16K 0.01%
1,196
542
$16K 0.01%
1,297
543
$16K 0.01%
88
544
$16K 0.01%
184
545
$16K 0.01%
535
546
$16K 0.01%
800
547
$16K 0.01%
323
548
$16K 0.01%
510
+20
549
$16K 0.01%
2,250
550
$16K 0.01%
650
20 21
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