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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
876
$1K ﹤0.01%
8
877
$1K ﹤0.01%
33
878
$1K ﹤0.01%
13
-820
879
$1K ﹤0.01%
84
880
$1K ﹤0.01%
8
881
$1K ﹤0.01%
20
882
$1K ﹤0.01%
2
883
$1K ﹤0.01%
34
884
$1K ﹤0.01%
19
885
$1K ﹤0.01%
+32
886
$1K ﹤0.01%
10
887
$1K ﹤0.01%
11
-132
888
$1K ﹤0.01%
16
889
$1K ﹤0.01%
15
890
$1K ﹤0.01%
40
891
$1K ﹤0.01%
16
892
$1K ﹤0.01%
20
893
$1K ﹤0.01%
15
894
$1K ﹤0.01%
13
895
$1K ﹤0.01%
28
896
$1K ﹤0.01%
11
897
$1K ﹤0.01%
4
898
$1K ﹤0.01%
14
899
$1K ﹤0.01%
16
900
$1K ﹤0.01%
9
34 35
36
37 38