ACWM

Adams Chetwood Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 8.48%
This Quarter Est. Return
1 Year Est. Return
+8.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$10.4M
3
+$9.98M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.51M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.64M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.91%
2 Technology 5.41%
3 Consumer Discretionary 5.24%
4 Communication Services 3.99%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$689K 0.7%
+11,729
27
$658K 0.67%
+7,459
28
$650K 0.66%
+3,461
29
$636K 0.65%
+15,980
30
$629K 0.64%
+6,894
31
$609K 0.62%
+4,121
32
$567K 0.58%
+2,762
33
$566K 0.58%
+8,460
34
$558K 0.57%
+11,638
35
$554K 0.57%
+10,482
36
$528K 0.54%
+6,379
37
$522K 0.53%
+4,359
38
$520K 0.53%
+3,730
39
$512K 0.52%
+2,437
40
$503K 0.51%
+5,788
41
$473K 0.48%
+4,170
42
$461K 0.47%
+6,608
43
$453K 0.46%
+5,718
44
$426K 0.44%
+2,010
45
$421K 0.43%
+1,748
46
$419K 0.43%
+1,849
47
$381K 0.39%
+7,104
48
$372K 0.38%
+1,100
49
$362K 0.37%
+4,750
50
$336K 0.34%
+6,733
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