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
626
$11K 0.01%
270
627
$11K 0.01%
747
628
$11K 0.01%
232
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$11K 0.01%
363
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630
$10K 0.01%
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631
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101
632
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+1,169
633
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475
634
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351
635
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193
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636
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264
637
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100
638
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100
639
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640
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642
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644
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645
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646
$10K 0.01%
135
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$10K 0.01%
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648
$10K 0.01%
135
649
$9K ﹤0.01%
108
650
$9K ﹤0.01%
189
24 25
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