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
676
$8K ﹤0.01%
200
-600
677
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124
-9
678
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106
+86
679
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283
680
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85
681
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146
682
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150
683
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301
+44
684
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123
-41
685
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200
686
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100
687
$7K ﹤0.01%
828
688
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689
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+4
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$7K ﹤0.01%
400
691
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695
$7K ﹤0.01%
32
696
$7K ﹤0.01%
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697
$7K ﹤0.01%
194
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698
$7K ﹤0.01%
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699
$7K ﹤0.01%
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700
$7K ﹤0.01%
85
26 27
28
29 30