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
601
$12K 0.01%
120
602
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329
+3
603
$12K 0.01%
405
604
$12K 0.01%
373
605
$12K 0.01%
125
-150
606
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129
607
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75
608
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97
609
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200
610
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220
611
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250
612
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1,000
613
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224
614
$12K 0.01%
1,128
+30
615
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521
616
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74
617
$12K 0.01%
81
618
$11K 0.01%
277
+159
619
$11K 0.01%
250
620
$11K 0.01%
587
621
$11K 0.01%
130
622
$11K 0.01%
119
+27
623
$11K 0.01%
2,250
+25
624
$11K 0.01%
124
+1
625
$11K 0.01%
103
23 24
25
26 27