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
151
$169K 0.09%
2,202
+100
152
$169K 0.09%
1,186
153
$163K 0.09%
14,453
+197
154
$163K 0.09%
2,258
+1,066
155
$162K 0.09%
2,067
+1
156
$160K 0.09%
2,592
+602
157
$160K 0.09%
8,247
-200
158
$159K 0.08%
15,114
-2,095
159
$158K 0.08%
1,183
160
$158K 0.08%
3,000
161
$157K 0.08%
4,296
+5
162
$155K 0.08%
4,499
163
$154K 0.08%
1,232
+6
164
$153K 0.08%
3,633
165
$153K 0.08%
615
166
$152K 0.08%
464
167
$151K 0.08%
1,861
+10
168
$150K 0.08%
1,497
-150
169
$146K 0.08%
1,533
+10
170
$146K 0.08%
7,890
+51
171
$145K 0.08%
1,928
+2
172
$145K 0.08%
2,520
173
$145K 0.08%
6,210
+744
174
$144K 0.08%
915
-150
175
$143K 0.08%
5,749
+16
5 6
7
8 9