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
51
$865K 0.46%
11,252
+84
52
$859K 0.46%
17,429
+392
53
$747K 0.4%
7,927
+64
54
$729K 0.39%
36,507
55
$692K 0.37%
9,293
-323
56
$674K 0.36%
12,587
-1,329
57
$674K 0.36%
3,546
-7
58
$662K 0.35%
20,448
-110
59
$647K 0.35%
20,020
+31
60
$645K 0.34%
1,859
61
$633K 0.34%
5,590
-1,085
62
$613K 0.33%
3,888
-176
63
$612K 0.33%
5,452
-205
64
$605K 0.32%
7,054
+148
65
$582K 0.31%
3,514
-832
66
$574K 0.31%
85,098
+114
67
$548K 0.29%
21,637
-300
68
$544K 0.29%
13,000
-133
69
$525K 0.28%
7,599
+6,266
70
$515K 0.28%
12,926
-722
71
$509K 0.27%
31,433
+4,094
72
$485K 0.26%
3,418
+404
73
$483K 0.26%
19,527
74
$475K 0.25%
3,884
-336
75
$472K 0.25%
2,353
-7
1 2
3
4 5