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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
951
– –
-205
952
$0 ﹤0.01%
30
953
$0 ﹤0.01%
87
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954
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-452
955
$0 ﹤0.01%
33
956
$0 ﹤0.01%
2
957
$0 ﹤0.01%
46
958
– –
-1,500
959
$0 ﹤0.01%
100
960
$0 ﹤0.01%
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961
$0 ﹤0.01%
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962
$0 ﹤0.01%
42
-5
963
$0 ﹤0.01%
5
964
$0 ﹤0.01%
3
965
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966
$0 ﹤0.01%
8
967
– –
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968
$0 ﹤0.01%
5
969
– –
-494
970
– –
-350
971
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-496
972
– –
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973
$0 ﹤0.01%
10
974
$0 ﹤0.01%
5
975
– –
-85
36 37 38
39
40