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
526
$17K 0.01%
309
+1
527
$17K 0.01%
1,890
528
$17K 0.01%
140
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529
$17K 0.01%
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530
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+207
531
$17K 0.01%
259
532
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37
533
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412
+3
534
$17K 0.01%
1,000
535
$17K 0.01%
426
536
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442
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537
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495
538
$16K 0.01%
323
539
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510
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540
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236
541
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542
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535
543
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800
544
$16K 0.01%
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545
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645
546
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650
547
$16K 0.01%
328
548
$16K 0.01%
500
549
$16K 0.01%
1,196
550
$16K 0.01%
1,297
20 21
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