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
126
$223K 0.12%
5,582
+285
127
$222K 0.12%
5,077
+20
128
$222K 0.12%
5,855
-2,061
129
$220K 0.12%
1,514
-24
130
$219K 0.12%
3,083
131
$214K 0.11%
1,225
+100
132
$214K 0.11%
5,690
133
$213K 0.11%
24,678
+223
134
$203K 0.11%
417
-136
135
$203K 0.11%
8,274
136
$202K 0.11%
848
+1
137
$197K 0.11%
2,766
+9
138
$194K 0.1%
2,105
139
$193K 0.1%
4,697
+2
140
$192K 0.1%
5,511
141
$187K 0.1%
1,445
142
$177K 0.09%
1,972
+1
143
$175K 0.09%
3,640
144
$175K 0.09%
1,698
145
$173K 0.09%
3,928
146
$172K 0.09%
9,901
-273
147
$171K 0.09%
6,879
+82
148
$171K 0.09%
3,040
+136
149
$170K 0.09%
3,822
-33
150
$170K 0.09%
2,996
+406
4 5
6
7 8