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
826
$2K ﹤0.01%
28
827
$2K ﹤0.01%
81
828
$2K ﹤0.01%
38
829
$2K ﹤0.01%
93
830
$2K ﹤0.01%
1,500
831
$2K ﹤0.01%
58
832
$2K ﹤0.01%
52
833
$2K ﹤0.01%
45
834
$2K ﹤0.01%
44
835
$2K ﹤0.01%
730
836
$2K ﹤0.01%
27
837
$2K ﹤0.01%
320
838
$2K ﹤0.01%
17
839
$2K ﹤0.01%
2
840
$2K ﹤0.01%
100
841
$2K ﹤0.01%
35
842
$2K ﹤0.01%
7,830
843
$1K ﹤0.01%
33
844
$1K ﹤0.01%
14
845
$1K ﹤0.01%
11
846
$1K ﹤0.01%
13
-820
847
$1K ﹤0.01%
84
848
$1K ﹤0.01%
8
849
$1K ﹤0.01%
21
850
$1K ﹤0.01%
28
32 33
34
35 36