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
51
$327K 0.33%
+5,358
52
$324K 0.33%
+1,899
53
$316K 0.32%
+8,000
54
$311K 0.32%
+10,848
55
$309K 0.32%
+2,675
56
$306K 0.31%
+1,026
57
$304K 0.31%
+1,394
58
$302K 0.31%
+2,045
59
$288K 0.29%
+972
60
$273K 0.28%
+4,211
61
$237K 0.24%
+1,446
62
$233K 0.24%
+2,459
63
$233K 0.24%
+2,476
64
$230K 0.24%
+4,016
65
$223K 0.23%
+3,733
66
$214K 0.22%
+5,744
67
$209K 0.21%
+3,900
68
$201K 0.21%
+4,300
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