AWM

Accel Wealth Management Portfolio holdings

AUM $366M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
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200
753
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48
754
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200
755
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39
756
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100
757
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467
758
$4K ﹤0.01%
938
759
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122
760
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+100
761
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6
762
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11
763
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49
764
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62
765
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193
+1
766
$4K ﹤0.01%
283
767
$4K ﹤0.01%
131
768
$4K ﹤0.01%
44
769
$4K ﹤0.01%
+100
770
$4K ﹤0.01%
3,000
771
$4K ﹤0.01%
300
772
$4K ﹤0.01%
472
+5
773
$4K ﹤0.01%
400
774
$3K ﹤0.01%
56
775
$3K ﹤0.01%
205
+5
29 30
31
32 33