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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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
701
$7K ﹤0.01%
109
702
$7K ﹤0.01%
191
703
$7K ﹤0.01%
85
704
$7K ﹤0.01%
111
+1
705
$7K ﹤0.01%
600
706
$6K ﹤0.01%
121
707
$6K ﹤0.01%
100
708
$6K ﹤0.01%
87
709
$6K ﹤0.01%
10
710
$6K ﹤0.01%
+977
711
$6K ﹤0.01%
742
712
$6K ﹤0.01%
75
+6
713
$6K ﹤0.01%
607
714
$6K ﹤0.01%
303
+1
715
$6K ﹤0.01%
40
716
$6K ﹤0.01%
400
717
$6K ﹤0.01%
331
718
$6K ﹤0.01%
100
719
$6K ﹤0.01%
146
+145
720
$6K ﹤0.01%
152
+4
721
$6K ﹤0.01%
+175
722
$6K ﹤0.01%
52
723
$6K ﹤0.01%
204
+1
724
$6K ﹤0.01%
32
725
$6K ﹤0.01%
293
27 28
29
30 31