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
+$4.13M
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 4.25%
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%
1,000
527
$17K 0.01%
412
+3
528
$17K 0.01%
37
529
$17K 0.01%
259
530
$17K 0.01%
+207
531
$17K 0.01%
1,000
532
$17K 0.01%
68
-21
533
$17K 0.01%
290
534
$17K 0.01%
309
+1
535
$17K 0.01%
1,890
536
$17K 0.01%
140
-7
537
$17K 0.01%
201
538
$16K 0.01%
88
539
$16K 0.01%
1,760
540
$16K 0.01%
1,297
541
$16K 0.01%
1,196
542
$16K 0.01%
500
543
$16K 0.01%
328
544
$16K 0.01%
236
545
$16K 0.01%
650
546
$16K 0.01%
645
547
$16K 0.01%
2,250
548
$16K 0.01%
510
+20
549
$16K 0.01%
323
550
$16K 0.01%
800
20 21
22
23 24