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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
576
$14K 0.01%
500
577
$14K 0.01%
2,400
578
$14K 0.01%
1,226
+16
579
$14K 0.01%
285
580
$14K 0.01%
1,915
581
$14K 0.01%
166
582
$14K 0.01%
500
583
$14K 0.01%
3,400
584
$14K 0.01%
1,185
585
$13K 0.01%
321
586
$13K 0.01%
300
587
$13K 0.01%
1,122
+9
588
$13K 0.01%
500
589
$13K 0.01%
375
590
$13K 0.01%
192
591
$13K 0.01%
27
592
$13K 0.01%
120
593
$13K 0.01%
260
594
$13K 0.01%
214
+3
595
$13K 0.01%
664
596
$13K 0.01%
350
597
$13K 0.01%
273
-26
598
$13K 0.01%
77
-418
599
$12K 0.01%
748
+9
600
$12K 0.01%
196
+1
22 23
24
25 26