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
701
$7K ﹤0.01%
85
702
$7K ﹤0.01%
300
-300
703
$7K ﹤0.01%
311
704
$7K ﹤0.01%
111
+1
705
$7K ﹤0.01%
600
706
$6K ﹤0.01%
100
707
$6K ﹤0.01%
121
708
$6K ﹤0.01%
100
709
$6K ﹤0.01%
87
710
$6K ﹤0.01%
146
+145
711
$6K ﹤0.01%
152
+4
712
$6K ﹤0.01%
+175
713
$6K ﹤0.01%
52
714
$6K ﹤0.01%
10
715
$6K ﹤0.01%
+977
716
$6K ﹤0.01%
204
+1
717
$6K ﹤0.01%
32
718
$6K ﹤0.01%
293
719
$6K ﹤0.01%
150
720
$6K ﹤0.01%
75
721
$6K ﹤0.01%
250
722
$6K ﹤0.01%
742
723
$6K ﹤0.01%
440
724
$6K ﹤0.01%
75
+6
725
$6K ﹤0.01%
607
27 28
29
30 31