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
776
$3K ﹤0.01%
39
777
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90
778
$3K ﹤0.01%
20
779
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33
780
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68
781
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500
782
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14
783
$3K ﹤0.01%
38
784
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15
785
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141
786
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47
787
$3K ﹤0.01%
512
788
$3K ﹤0.01%
135
789
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205
790
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320
-800
791
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109
-15
792
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794
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795
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796
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100
797
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10
798
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160
+2
799
$3K ﹤0.01%
9
-635
800
$3K ﹤0.01%
43
30 31
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