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
551
$16K 0.01%
328
552
$16K 0.01%
500
553
$15K 0.01%
500
554
$15K 0.01%
+656
555
$15K 0.01%
120
556
$15K 0.01%
700
557
$15K 0.01%
217
558
$15K 0.01%
65
559
$15K 0.01%
178
560
$15K 0.01%
411
-40
561
$15K 0.01%
1,065
562
$15K 0.01%
3,800
563
$15K 0.01%
260
+1
564
$15K 0.01%
539
565
$15K 0.01%
3,000
566
$14K 0.01%
192
567
$14K 0.01%
500
568
$14K 0.01%
2,400
569
$14K 0.01%
200
570
$14K 0.01%
151
+1
571
$14K 0.01%
45
572
$14K 0.01%
166
573
$14K 0.01%
500
574
$14K 0.01%
3,400
575
$14K 0.01%
1,185
21 22
23
24 25