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
551
$16K 0.01%
1,760
552
$16K 0.01%
88
553
$15K 0.01%
500
554
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+656
555
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120
556
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700
557
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217
558
$15K 0.01%
65
559
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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
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560
566
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350
567
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288
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569
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200
570
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571
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572
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574
$14K 0.01%
200
575
$14K 0.01%
151
+1
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24 25