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
926
– –
-1,529
927
$0 ﹤0.01%
7
928
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-918
929
$0 ﹤0.01%
8
930
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-30
931
$0 ﹤0.01%
5
932
– –
-494
933
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-350
934
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-496
935
– –
-773
936
$0 ﹤0.01%
100
937
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5
938
$0 ﹤0.01%
8
939
– –
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940
$0 ﹤0.01%
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942
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943
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944
$0 ﹤0.01%
2
945
$0 ﹤0.01%
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+4
947
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948
$0 ﹤0.01%
2
949
$0 ﹤0.01%
46
950
– –
-1,500
36 37
38
39 40