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
101
$316K 0.17%
3,815
-1,255
102
$315K 0.17%
2,677
+4
103
$308K 0.16%
14,169
104
$306K 0.16%
1,965
-250
105
$306K 0.16%
17,336
+5
106
$301K 0.16%
7,582
-44
107
$300K 0.16%
5,452
-1,231
108
$292K 0.16%
4,173
109
$285K 0.15%
1,015
+5
110
$274K 0.15%
6,838
+1,659
111
$272K 0.15%
3,170
-32
112
$269K 0.14%
8,100
-1,825
113
$268K 0.14%
6,029
+35
114
$267K 0.14%
6,261
115
$264K 0.14%
2,911
+17
116
$264K 0.14%
3,380
+13
117
$258K 0.14%
6,079
118
$256K 0.14%
10,310
+11
119
$256K 0.14%
3,851
+19
120
$251K 0.13%
3,447
+13
121
$250K 0.13%
3,685
-17
122
$249K 0.13%
4,941
-249
123
$245K 0.13%
6,385
-15
124
$226K 0.12%
953
-203
125
$223K 0.12%
1,868
+5
3 4
5
6 7