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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
601
$12K 0.01%
120
602
$12K 0.01%
329
+3
603
$12K 0.01%
405
604
$12K 0.01%
250
605
$12K 0.01%
1,000
606
$12K 0.01%
224
607
$12K 0.01%
1,128
+30
608
$12K 0.01%
521
609
$12K 0.01%
74
610
$12K 0.01%
162
611
$12K 0.01%
50
612
$12K 0.01%
373
613
$12K 0.01%
125
-150
614
$12K 0.01%
129
615
$12K 0.01%
75
616
$12K 0.01%
97
617
$12K 0.01%
200
618
$12K 0.01%
220
619
$11K 0.01%
277
+159
620
$11K 0.01%
250
621
$11K 0.01%
587
622
$11K 0.01%
130
623
$11K 0.01%
119
+27
624
$11K 0.01%
2,250
+25
625
$11K 0.01%
124
+1
23 24
25
26 27