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
$121M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$682K
3
+$621K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$570K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$546K

Top Sells

1
+$1.07M
2
+$785K
3
+$481K
4
AAPL icon
Apple
AAPL
+$242K
5
CRM icon
Salesforce
CRM
+$131K

Sector Composition

1 Technology 6.46%
2 Healthcare 6.23%
3 Consumer Discretionary 5.76%
4 Communication Services 4.47%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$967K 0.8%
2,587
-6
27
$954K 0.79%
16,230
+785
28
$892K 0.74%
18,567
+675
29
$890K 0.74%
3,963
-90
30
$842K 0.7%
17,577
-444
31
$834K 0.69%
4,581
+275
32
$818K 0.68%
5,601
+14
33
$816K 0.68%
3,668
-588
34
$793K 0.66%
6,771
+400
35
$775K 0.64%
35,655
+1,669
36
$744K 0.62%
3,402
-62
37
$689K 0.57%
18,710
+676
38
$684K 0.57%
6,243
+475
39
$682K 0.57%
+10,692
40
$656K 0.54%
4,863
+300
41
$647K 0.54%
2,640
+201
42
$594K 0.49%
3,703
43
$560K 0.46%
6,112
-341
44
$546K 0.45%
+20,591
45
$520K 0.43%
2,244
46
$483K 0.4%
10,852
+507
47
$476K 0.39%
7,894
+4
48
$475K 0.39%
3,738
+2
49
$469K 0.39%
5,718
50
$468K 0.39%
2,010
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