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
551
$16K 0.01%
535
552
$16K 0.01%
184
553
$15K 0.01%
3,000
554
$15K 0.01%
539
555
$15K 0.01%
260
+1
556
$15K 0.01%
3,800
557
$15K 0.01%
1,065
558
$15K 0.01%
411
-40
559
$15K 0.01%
178
560
$15K 0.01%
65
561
$15K 0.01%
217
562
$15K 0.01%
700
563
$15K 0.01%
120
564
$15K 0.01%
+656
565
$15K 0.01%
500
566
$14K 0.01%
1,185
567
$14K 0.01%
3,400
568
$14K 0.01%
500
569
$14K 0.01%
166
570
$14K 0.01%
1,915
571
$14K 0.01%
285
572
$14K 0.01%
1,226
+16
573
$14K 0.01%
45
574
$14K 0.01%
151
+1
575
$14K 0.01%
200
21 22
23
24 25