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
176
$142K 0.08%
1,026
+1
177
$142K 0.08%
1,528
178
$139K 0.07%
10,142
-2,466
179
$138K 0.07%
6,413
180
$136K 0.07%
10,000
181
$136K 0.07%
615
182
$132K 0.07%
2,194
183
$130K 0.07%
1,302
+5
184
$129K 0.07%
1,631
+1
185
$128K 0.07%
7,000
186
$127K 0.07%
1,177
+6
187
$126K 0.07%
1,201
188
$125K 0.07%
2,464
189
$123K 0.07%
2,499
+5
190
$123K 0.07%
3,311
191
$121K 0.06%
1,541
+1
192
$121K 0.06%
5,228
-2,000
193
$119K 0.06%
2,440
-70
194
$118K 0.06%
508
195
$118K 0.06%
3,835
+56
196
$115K 0.06%
1,595
-258
197
$112K 0.06%
3,801
-195
198
$111K 0.06%
11,500
199
$110K 0.06%
290
+79
200
$109K 0.06%
1,127
-98
6 7
8
9 10