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
901
$1K ﹤0.01%
25
902
$1K ﹤0.01%
13
903
$1K ﹤0.01%
83
-28
904
$1K ﹤0.01%
3
905
$1K ﹤0.01%
5
906
$1K ﹤0.01%
118
907
$1K ﹤0.01%
10
908
$1K ﹤0.01%
66
909
$1K ﹤0.01%
75
910
$1K ﹤0.01%
11
911
$1K ﹤0.01%
10
912
$1K ﹤0.01%
17
913
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37
914
$1K ﹤0.01%
8
915
$1K ﹤0.01%
9
916
$1K ﹤0.01%
8
917
$1K ﹤0.01%
10
918
$1K ﹤0.01%
100
919
$1K ﹤0.01%
14
920
$1K ﹤0.01%
13
921
$1K ﹤0.01%
232
922
$1K ﹤0.01%
23
923
$1K ﹤0.01%
8
924
$0 ﹤0.01%
26
925
$0 ﹤0.01%
12
35 36
37
38 39