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
1
$7.5M 4%
160,078
+3,384
2
$5.82M 3.11%
130,208
+1,411
3
$4.57M 2.44%
45,512
-494
4
$4.13M 2.21%
+85,269
5
$3.64M 1.95%
24,934
-111
6
$3.29M 1.76%
122,599
+4,918
7
$3.22M 1.72%
24,894
+253
8
$3.01M 1.61%
24,835
9
$2.93M 1.57%
126,463
+5,100
10
$2.84M 1.52%
174,290
+9,623
11
$2.7M 1.44%
74,890
+318
12
$2.68M 1.43%
139,559
-19,886
13
$2.55M 1.36%
167,202
+2,259
14
$2.49M 1.33%
102,106
+585
15
$2.41M 1.29%
14,982
16
$2.15M 1.15%
7,605
-1,316
17
$2.1M 1.12%
20,635
-305
18
$2.06M 1.1%
161,587
+1,786
19
$2.05M 1.1%
15,730
+602
20
$1.97M 1.05%
52,311
+75
21
$1.88M 1.01%
45,193
+201
22
$1.85M 0.99%
5,139
+928
23
$1.79M 0.95%
10,699
-826
24
$1.75M 0.93%
87,960
+789
25
$1.71M 0.91%
296,736
+2,279
1
2 3 4 5