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
651
$9K ﹤0.01%
284
652
$9K ﹤0.01%
35
653
$9K ﹤0.01%
+1,000
654
$9K ﹤0.01%
251
655
$9K ﹤0.01%
106
656
$9K ﹤0.01%
184
+102
657
$9K ﹤0.01%
25
658
$9K ﹤0.01%
86
+20
659
$9K ﹤0.01%
300
660
$9K ﹤0.01%
108
661
$9K ﹤0.01%
189
662
$9K ﹤0.01%
1,132
+15
663
$9K ﹤0.01%
20
664
$9K ﹤0.01%
225
665
$9K ﹤0.01%
91
666
$9K ﹤0.01%
1,000
667
$9K ﹤0.01%
366
668
$9K ﹤0.01%
631
669
$9K ﹤0.01%
125
+1
670
$9K ﹤0.01%
267
671
$9K ﹤0.01%
24
672
$9K ﹤0.01%
665
+11
673
$8K ﹤0.01%
+1,000
674
$8K ﹤0.01%
212
675
$8K ﹤0.01%
85
25 26
27
28 29