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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
751
$4K ﹤0.01%
250
752
$4K ﹤0.01%
200
753
$4K ﹤0.01%
48
754
$4K ﹤0.01%
200
755
$4K ﹤0.01%
39
756
$4K ﹤0.01%
100
757
$4K ﹤0.01%
193
+1
758
$4K ﹤0.01%
283
759
$4K ﹤0.01%
938
760
$4K ﹤0.01%
122
761
$4K ﹤0.01%
3,000
762
$4K ﹤0.01%
300
763
$4K ﹤0.01%
472
+5
764
$4K ﹤0.01%
400
765
$4K ﹤0.01%
131
766
$4K ﹤0.01%
44
767
$4K ﹤0.01%
467
768
$4K ﹤0.01%
+100
769
$4K ﹤0.01%
6
770
$4K ﹤0.01%
11
771
$4K ﹤0.01%
49
772
$4K ﹤0.01%
62
773
$4K ﹤0.01%
+100
774
$3K ﹤0.01%
56
775
$3K ﹤0.01%
205
+5
29 30
31
32 33