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
801
$3K ﹤0.01%
47
802
$3K ﹤0.01%
512
803
$2K ﹤0.01%
43
804
$2K ﹤0.01%
29
805
$2K ﹤0.01%
100
806
$2K ﹤0.01%
22
807
$2K ﹤0.01%
100
808
$2K ﹤0.01%
104
+2
809
$2K ﹤0.01%
46
810
$2K ﹤0.01%
37
+1
811
$2K ﹤0.01%
31
+1
812
$2K ﹤0.01%
106
813
$2K ﹤0.01%
100
814
$2K ﹤0.01%
83
815
$2K ﹤0.01%
265
+6
816
$2K ﹤0.01%
10
817
$2K ﹤0.01%
70
818
$2K ﹤0.01%
+10
819
$2K ﹤0.01%
213
+2
820
$2K ﹤0.01%
103
821
$2K ﹤0.01%
37
822
$2K ﹤0.01%
55
823
$2K ﹤0.01%
+36
824
$2K ﹤0.01%
56
825
$2K ﹤0.01%
163
31 32
33
34 35