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
751
$4K ﹤0.01%
100
752
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5,000
753
$4K ﹤0.01%
250
754
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200
755
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48
756
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200
757
$4K ﹤0.01%
39
758
$4K ﹤0.01%
193
+1
759
$4K ﹤0.01%
283
760
$4K ﹤0.01%
131
761
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44
762
$4K ﹤0.01%
938
763
$4K ﹤0.01%
122
764
$4K ﹤0.01%
+100
765
$4K ﹤0.01%
6
766
$4K ﹤0.01%
11
767
$4K ﹤0.01%
49
768
$4K ﹤0.01%
62
769
$4K ﹤0.01%
3,000
770
$4K ﹤0.01%
300
771
$4K ﹤0.01%
472
+5
772
$4K ﹤0.01%
400
773
$3K ﹤0.01%
135
774
$3K ﹤0.01%
56
775
$3K ﹤0.01%
205
+5
29 30
31
32 33