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
876
$1K ﹤0.01%
16
877
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100
878
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16
879
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+18
880
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+36
881
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10
882
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4
883
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1
884
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885
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3
886
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15
887
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10
888
$1K ﹤0.01%
35
889
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32
890
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33
+1
891
$1K ﹤0.01%
71
892
$1K ﹤0.01%
29
893
$1K ﹤0.01%
11
894
$1K ﹤0.01%
1,060
895
$1K ﹤0.01%
35
896
$1K ﹤0.01%
18
897
$1K ﹤0.01%
9
898
$1K ﹤0.01%
11
899
$1K ﹤0.01%
6
900
$1K ﹤0.01%
23
34 35
36
37 38