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
+$4.13M
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 4.25%
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%
20
653
$9K ﹤0.01%
225
654
$9K ﹤0.01%
91
655
$9K ﹤0.01%
1,000
656
$9K ﹤0.01%
366
657
$9K ﹤0.01%
631
658
$9K ﹤0.01%
125
+1
659
$9K ﹤0.01%
267
660
$9K ﹤0.01%
24
661
$9K ﹤0.01%
665
+11
662
$9K ﹤0.01%
35
663
$9K ﹤0.01%
+1,000
664
$9K ﹤0.01%
251
665
$9K ﹤0.01%
106
666
$9K ﹤0.01%
184
+102
667
$9K ﹤0.01%
25
668
$9K ﹤0.01%
86
+20
669
$9K ﹤0.01%
300
670
$9K ﹤0.01%
108
671
$9K ﹤0.01%
189
672
$9K ﹤0.01%
1,132
+15
673
$8K ﹤0.01%
+1,000
674
$8K ﹤0.01%
212
675
$8K ﹤0.01%
2,000
25 26
27
28 29