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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
726
$6K ﹤0.01%
150
727
$6K ﹤0.01%
75
728
$6K ﹤0.01%
250
729
$6K ﹤0.01%
440
730
$5K ﹤0.01%
500
731
$5K ﹤0.01%
+95
732
$5K ﹤0.01%
218
+132
733
$5K ﹤0.01%
126
+1
734
$5K ﹤0.01%
95
-70
735
$5K ﹤0.01%
119
736
$5K ﹤0.01%
61
737
$5K ﹤0.01%
185
-324
738
$5K ﹤0.01%
93
739
$5K ﹤0.01%
865
740
$5K ﹤0.01%
87
741
$5K ﹤0.01%
202
+42
742
$5K ﹤0.01%
89
743
$5K ﹤0.01%
110
744
$5K ﹤0.01%
17
745
$5K ﹤0.01%
445
+5
746
$5K ﹤0.01%
135
747
$5K ﹤0.01%
210
748
$5K ﹤0.01%
59
749
$5K ﹤0.01%
165
750
$4K ﹤0.01%
5,000