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
$142M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.06M
3
+$901K
4
DGRE icon
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
+$600K
5
AMAT icon
Applied Materials
AMAT
+$591K

Top Sells

1
+$1.55M
2
+$1.12M
3
+$862K
4
BRO icon
Brown & Brown
BRO
+$389K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$313K

Sector Composition

1 Technology 6.42%
2 Healthcare 5.93%
3 Consumer Discretionary 5.17%
4 Communication Services 4.47%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.9%
5,535
+3
27
$1.19M 0.84%
22,401
+195
28
$1.15M 0.81%
4,341
+1
29
$1.11M 0.78%
4,103
+44
30
$1.06M 0.75%
4,882
+250
31
$1.06M 0.75%
7,425
-59
32
$972K 0.69%
3,979
+223
33
$895K 0.63%
5,392
-499
34
$894K 0.63%
15,951
-509
35
$881K 0.62%
3,766
+170
36
$872K 0.62%
7,026
+85
37
$872K 0.62%
15,719
-2,207
38
$865K 0.61%
22,085
+2,825
39
$815K 0.57%
17,331
40
$778K 0.55%
10,692
41
$731K 0.52%
6,309
42
$718K 0.51%
3,703
43
$686K 0.48%
2,641
44
$660K 0.47%
2,373
+39
45
$640K 0.45%
4,781
-277
46
$618K 0.44%
11,510
+201
47
$602K 0.42%
3,870
+67
48
$591K 0.42%
+4,153
49
$579K 0.41%
5,718
50
$577K 0.41%
5,844
-225
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