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
651
$9K ﹤0.01%
1,132
+15
652
$9K ﹤0.01%
108
653
$9K ﹤0.01%
284
654
$9K ﹤0.01%
20
655
$9K ﹤0.01%
225
656
$9K ﹤0.01%
91
657
$9K ﹤0.01%
1,000
658
$9K ﹤0.01%
366
659
$9K ﹤0.01%
631
660
$9K ﹤0.01%
125
+1
661
$9K ﹤0.01%
267
662
$9K ﹤0.01%
24
663
$9K ﹤0.01%
665
+11
664
$9K ﹤0.01%
35
665
$9K ﹤0.01%
+1,000
666
$9K ﹤0.01%
251
667
$9K ﹤0.01%
106
668
$9K ﹤0.01%
184
+102
669
$9K ﹤0.01%
25
670
$9K ﹤0.01%
86
+20
671
$9K ﹤0.01%
300
672
$8K ﹤0.01%
250
673
$8K ﹤0.01%
+1,000
674
$8K ﹤0.01%
212
675
$8K ﹤0.01%
2,000