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
801
$3K ﹤0.01%
300
802
$2K ﹤0.01%
730
803
$2K ﹤0.01%
52
804
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45
805
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44
806
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43
807
$2K ﹤0.01%
29
808
$2K ﹤0.01%
100
809
$2K ﹤0.01%
22
810
$2K ﹤0.01%
100
811
$2K ﹤0.01%
27
812
$2K ﹤0.01%
320
813
$2K ﹤0.01%
17
814
$2K ﹤0.01%
104
+2
815
$2K ﹤0.01%
46
816
$2K ﹤0.01%
37
+1
817
$2K ﹤0.01%
31
+1
818
$2K ﹤0.01%
2
819
$2K ﹤0.01%
100
820
$2K ﹤0.01%
35
821
$2K ﹤0.01%
106
822
$2K ﹤0.01%
100
823
$2K ﹤0.01%
83
824
$2K ﹤0.01%
265
+6
825
$2K ﹤0.01%
10
31 32
33
34 35