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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
801
$3K ﹤0.01%
141
802
$3K ﹤0.01%
47
803
$2K ﹤0.01%
43
804
$2K ﹤0.01%
29
805
$2K ﹤0.01%
100
806
$2K ﹤0.01%
22
807
$2K ﹤0.01%
265
+6
808
$2K ﹤0.01%
10
809
$2K ﹤0.01%
37
810
$2K ﹤0.01%
55
811
$2K ﹤0.01%
81
812
$2K ﹤0.01%
46
813
$2K ﹤0.01%
37
+1
814
$2K ﹤0.01%
100
815
$2K ﹤0.01%
35
816
$2K ﹤0.01%
52
817
$2K ﹤0.01%
45
818
$2K ﹤0.01%
44
819
$2K ﹤0.01%
100
820
$2K ﹤0.01%
27
821
$2K ﹤0.01%
320
822
$2K ﹤0.01%
17
823
$2K ﹤0.01%
104
+2
824
$2K ﹤0.01%
31
+1
825
$2K ﹤0.01%
106
31 32
33
34 35