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
576
$14K 0.01%
45
577
$14K 0.01%
1,226
+16
578
$14K 0.01%
285
579
$14K 0.01%
1,915
580
$14K 0.01%
166
581
$14K 0.01%
500
582
$14K 0.01%
3,400
583
$14K 0.01%
1,185
584
$13K 0.01%
300
585
$13K 0.01%
1,122
+9
586
$13K 0.01%
500
587
$13K 0.01%
375
588
$13K 0.01%
192
589
$13K 0.01%
27
590
$13K 0.01%
321
591
$13K 0.01%
120
592
$13K 0.01%
260
593
$13K 0.01%
214
+3
594
$13K 0.01%
664
595
$13K 0.01%
350
596
$13K 0.01%
77
-418
597
$13K 0.01%
273
-26
598
$12K 0.01%
50
599
$12K 0.01%
748
+9
600
$12K 0.01%
196
+1
22 23
24
25 26