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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
851
$1K ﹤0.01%
25
852
$1K ﹤0.01%
95
853
$1K ﹤0.01%
100
854
$1K ﹤0.01%
16
855
$1K ﹤0.01%
+18
856
$1K ﹤0.01%
+36
857
$1K ﹤0.01%
10
858
$1K ﹤0.01%
4
859
$1K ﹤0.01%
1
860
$1K ﹤0.01%
35
861
$1K ﹤0.01%
32
862
$1K ﹤0.01%
11
863
$1K ﹤0.01%
1,060
864
$1K ﹤0.01%
35
865
$1K ﹤0.01%
18
866
$1K ﹤0.01%
9
867
$1K ﹤0.01%
11
868
$1K ﹤0.01%
5
869
$1K ﹤0.01%
118
870
$1K ﹤0.01%
10
871
$1K ﹤0.01%
66
872
$1K ﹤0.01%
75
873
$1K ﹤0.01%
11
874
$1K ﹤0.01%
9
875
$1K ﹤0.01%
8
33 34
35
36 37