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
+$4.15M
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
901
$1K ﹤0.01%
16
902
$1K ﹤0.01%
15
903
$1K ﹤0.01%
10
904
$1K ﹤0.01%
+32
905
$1K ﹤0.01%
10
906
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95
907
$1K ﹤0.01%
4
908
$1K ﹤0.01%
14
909
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16
910
$1K ﹤0.01%
9
911
$1K ﹤0.01%
3
912
$1K ﹤0.01%
15
913
$1K ﹤0.01%
10
914
$1K ﹤0.01%
32
915
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33
+1
916
$1K ﹤0.01%
71
917
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29
918
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1,060
919
$1K ﹤0.01%
35
920
$1K ﹤0.01%
10
921
$1K ﹤0.01%
66
922
$1K ﹤0.01%
75
923
$1K ﹤0.01%
11
924
$0 ﹤0.01%
12
925
$0 ﹤0.01%
30
35 36
37
38 39