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
$193M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.16M
3 +$826K
4
PECO icon
Phillips Edison & Co
PECO
+$793K
5
TROW icon
T. Rowe Price
TROW
+$668K

Sector Composition

1 Technology 6.25%
2 Financials 5.29%
3 Industrials 3.85%
4 Consumer Discretionary 3.38%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$7K ﹤0.01%
607
727
$7K ﹤0.01%
60
728
$7K ﹤0.01%
205
729
$7K ﹤0.01%
400
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731
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733
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500
734
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201
+4
735
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736
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737
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738
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740
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741
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742
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743
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745
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746
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110
+75
747
$6K ﹤0.01%
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748
$6K ﹤0.01%
135
749
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210
750
$6K ﹤0.01%
+300