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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
826
$2K ﹤0.01%
100
827
$2K ﹤0.01%
83
828
$2K ﹤0.01%
70
829
$2K ﹤0.01%
+10
830
$2K ﹤0.01%
213
+2
831
$2K ﹤0.01%
103
832
$2K ﹤0.01%
+36
833
$2K ﹤0.01%
56
834
$2K ﹤0.01%
163
835
$2K ﹤0.01%
28
836
$2K ﹤0.01%
38
837
$2K ﹤0.01%
93
838
$2K ﹤0.01%
1,500
839
$2K ﹤0.01%
58
840
$2K ﹤0.01%
7,830
841
$2K ﹤0.01%
730
842
$2K ﹤0.01%
2
843
$1K ﹤0.01%
14
844
$1K ﹤0.01%
11
845
$1K ﹤0.01%
21
846
$1K ﹤0.01%
28
847
$1K ﹤0.01%
10
-856
848
$1K ﹤0.01%
16
849
$1K ﹤0.01%
15
850
$1K ﹤0.01%
11
32 33
34
35 36