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
+$4.13M
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 4.24%
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%
10
-856
852
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20
853
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2
854
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34
855
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19
856
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857
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858
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859
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25
860
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10
861
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+32
862
$1K ﹤0.01%
10
863
$1K ﹤0.01%
318
-3,982
864
$1K ﹤0.01%
16
865
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15
866
$1K ﹤0.01%
40
867
$1K ﹤0.01%
16
868
$1K ﹤0.01%
20
869
$1K ﹤0.01%
15
870
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13
871
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28
872
$1K ﹤0.01%
11
873
$1K ﹤0.01%
95
874
$1K ﹤0.01%
4
875
$1K ﹤0.01%
14
33 34
35
36 37