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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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%
236
552
$16K 0.01%
1,760
553
$15K 0.01%
700
554
$15K 0.01%
3,800
555
$15K 0.01%
260
+1
556
$15K 0.01%
500
557
$15K 0.01%
+656
558
$15K 0.01%
120
559
$15K 0.01%
217
560
$15K 0.01%
65
561
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562
$15K 0.01%
411
-40
563
$15K 0.01%
1,065
564
$15K 0.01%
539
565
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566
$14K 0.01%
288
567
$14K 0.01%
200
568
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151
+1
569
$14K 0.01%
45
570
$14K 0.01%
560
571
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350
572
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171
573
$14K 0.01%
200
574
$14K 0.01%
192
575
$14K 0.01%
100
21 22
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24 25