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
951
$0 ﹤0.01%
4
-20
952
$0 ﹤0.01%
10
953
– –
-102
954
$0 ﹤0.01%
100
955
$0 ﹤0.01%
10
956
$0 ﹤0.01%
9
957
– –
-334
958
$0 ﹤0.01%
27
959
– –
-336
960
$0 ﹤0.01%
26
961
$0 ﹤0.01%
5
962
$0 ﹤0.01%
5
963
$0 ﹤0.01%
3
964
– –
-21
965
– –
-101
966
– –
-707
967
– –
-225
968
$0 ﹤0.01%
2
969
– –
-861
970
$0 ﹤0.01%
4
971
– –
-750
972
– –
-85
973
$0 ﹤0.01%
11
974
$0 ﹤0.01%
400
975
$0 ﹤0.01%
5
36 37 38
39
40