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
826
$2K ﹤0.01%
70
827
$2K ﹤0.01%
+10
828
$2K ﹤0.01%
213
+2
829
$2K ﹤0.01%
103
830
$2K ﹤0.01%
37
831
$2K ﹤0.01%
55
832
$2K ﹤0.01%
+36
833
$2K ﹤0.01%
56
834
$2K ﹤0.01%
163
835
$2K ﹤0.01%
14
836
$2K ﹤0.01%
81
837
$2K ﹤0.01%
38
838
$2K ﹤0.01%
93
839
$2K ﹤0.01%
1,500
840
$2K ﹤0.01%
58
841
$2K ﹤0.01%
7,830
842
$1K ﹤0.01%
20
843
$1K ﹤0.01%
9
844
$1K ﹤0.01%
11
845
$1K ﹤0.01%
6
846
$1K ﹤0.01%
+18
847
$1K ﹤0.01%
15
848
$1K ﹤0.01%
10
849
$1K ﹤0.01%
35
850
$1K ﹤0.01%
32
32 33
34
35 36