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
726
$6K ﹤0.01%
40
727
$6K ﹤0.01%
400
728
$6K ﹤0.01%
331
729
$5K ﹤0.01%
500
730
$5K ﹤0.01%
+95
731
$5K ﹤0.01%
218
+132
732
$5K ﹤0.01%
126
+1
733
$5K ﹤0.01%
95
-70
734
$5K ﹤0.01%
865
735
$5K ﹤0.01%
87
736
$5K ﹤0.01%
202
+42
737
$5K ﹤0.01%
89
738
$5K ﹤0.01%
119
739
$5K ﹤0.01%
110
740
$5K ﹤0.01%
17
741
$5K ﹤0.01%
445
+5
742
$5K ﹤0.01%
135
743
$5K ﹤0.01%
210
744
$5K ﹤0.01%
59
745
$5K ﹤0.01%
165
746
$5K ﹤0.01%
61
747
$5K ﹤0.01%
185
-324
748
$5K ﹤0.01%
93
749
$4K ﹤0.01%
467
750
$4K ﹤0.01%
+100