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
776
$3K ﹤0.01%
39
777
$3K ﹤0.01%
500
778
$3K ﹤0.01%
14
779
$3K ﹤0.01%
38
780
$3K ﹤0.01%
135
781
$3K ﹤0.01%
205
782
$3K ﹤0.01%
320
-800
783
$3K ﹤0.01%
109
-15
784
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23
785
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149
786
$3K ﹤0.01%
7
787
$3K ﹤0.01%
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788
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789
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135
790
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10
791
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160
+2
792
$3K ﹤0.01%
9
-635
793
$3K ﹤0.01%
43
794
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300
795
$3K ﹤0.01%
90
796
$3K ﹤0.01%
20
797
$3K ﹤0.01%
33
798
$3K ﹤0.01%
68
799
$3K ﹤0.01%
15
800
$3K ﹤0.01%
141
30 31
32
33 34