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
76
$472K 0.25%
2,588
-5
77
$468K 0.25%
2,068
-6
78
$455K 0.24%
43,989
+5,105
79
$447K 0.24%
1,610
+6
80
$447K 0.24%
5,057
-177
81
$442K 0.24%
2,478
-37
82
$437K 0.23%
9,830
+41
83
$433K 0.23%
8,807
-151
84
$418K 0.22%
31,770
+3,750
85
$406K 0.22%
3,965
-75
86
$392K 0.21%
20,288
+3,155
87
$391K 0.21%
4,030
+47
88
$387K 0.21%
3,812
89
$379K 0.2%
3,982
+18
90
$377K 0.2%
7,385
-370
91
$368K 0.2%
16,842
+8
92
$362K 0.19%
1,686
-160
93
$360K 0.19%
4,211
-341
94
$358K 0.19%
3,459
-59
95
$349K 0.19%
2,761
+763
96
$344K 0.18%
4,989
+9
97
$338K 0.18%
2,600
+2
98
$328K 0.18%
10,500
-10
99
$325K 0.17%
800
-145
100
$318K 0.17%
1,884
-789
2 3
4
5 6