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
901
$1K ﹤0.01%
14
902
$1K ﹤0.01%
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903
$1K ﹤0.01%
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904
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16
905
$1K ﹤0.01%
+36
906
$1K ﹤0.01%
10
907
$1K ﹤0.01%
4
908
$1K ﹤0.01%
1
909
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9
910
$1K ﹤0.01%
3
911
$1K ﹤0.01%
22
912
$1K ﹤0.01%
25
913
$1K ﹤0.01%
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914
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83
-28
915
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3
916
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5
917
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118
918
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919
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17
920
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37
921
$1K ﹤0.01%
8
922
$1K ﹤0.01%
9
923
$0 ﹤0.01%
34
924
$0 ﹤0.01%
42
-5
925
$0 ﹤0.01%
3
35 36
37
38 39