AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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%
196
+1
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120
603
$12K 0.01%
329
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604
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405
605
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373
606
$12K 0.01%
125
-150
607
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129
608
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75
609
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97
610
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611
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220
612
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250
613
$12K 0.01%
1,000
614
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224
615
$12K 0.01%
1,128
+30
616
$12K 0.01%
521
617
$12K 0.01%
74
618
$12K 0.01%
162
619
$11K 0.01%
124
+1
620
$11K 0.01%
103
621
$11K 0.01%
270
622
$11K 0.01%
747
623
$11K 0.01%
232
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624
$11K 0.01%
363
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625
$11K 0.01%
277
+159
23 24
25
26 27