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
201
$107K 0.06%
2,080
202
$107K 0.06%
1,436
+2
203
$107K 0.06%
2,403
-444
204
$106K 0.06%
915
+1
205
$106K 0.06%
1,098
+32
206
$104K 0.06%
722
+2
207
$104K 0.06%
1,008
208
$104K 0.06%
1,474
+3
209
$104K 0.06%
2,315
210
$103K 0.06%
1,158
-7
211
$103K 0.06%
6,900
212
$101K 0.05%
2,119
-594
213
$101K 0.05%
1,875
214
$100K 0.05%
1,073
-281
215
$100K 0.05%
2,807
-195
216
$100K 0.05%
5,868
+54
217
$99K 0.05%
733
218
$99K 0.05%
9,010
+50
219
$99K 0.05%
3,733
+3,675
220
$98K 0.05%
1,168
+9
221
$98K 0.05%
2,027
-204
222
$98K 0.05%
1,348
223
$97K 0.05%
539
-198
224
$96K 0.05%
7,996
225
$96K 0.05%
515
-203
7 8
9
10 11