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AWM

Accel Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 20.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.12%
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
926
$0 ﹤0.01%
8
927
$0 ﹤0.01%
+4
928
$0 ﹤0.01%
4
-20
929
$0 ﹤0.01%
10
930
– –
-102
931
– –
-334
932
$0 ﹤0.01%
27
933
– –
-336
934
$0 ﹤0.01%
26
935
$0 ﹤0.01%
5
936
$0 ﹤0.01%
5
937
– –
-21
938
– –
-101
939
– –
-707
940
– –
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941
$0 ﹤0.01%
2
942
$0 ﹤0.01%
3
943
$0 ﹤0.01%
8
944
– –
-150
945
– –
-861
946
$0 ﹤0.01%
4
947
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-750
948
– –
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949
– –
-2,707
950
– –
-250
36 37
38
39 40