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
51
$466K 0.39%
2,028
+276
52
$449K 0.37%
1,100
53
$433K 0.36%
13,522
-502
54
$427K 0.35%
1,606
+203
55
$403K 0.33%
8,500
+500
56
$392K 0.33%
7,104
57
$389K 0.32%
2,207
+175
58
$384K 0.32%
4,781
+206
59
$366K 0.3%
2,675
60
$361K 0.3%
+13,724
61
$353K 0.29%
+1,631
62
$346K 0.29%
8,383
-2,898
63
$311K 0.26%
1,597
+8
64
$298K 0.25%
834
-192
65
$292K 0.24%
+4,300
66
$289K 0.24%
10,850
+1
67
$277K 0.23%
3,679
68
$260K 0.22%
4,420
69
$258K 0.21%
1,052
70
$252K 0.21%
5,345
+73
71
$246K 0.2%
4,211
72
$242K 0.2%
4,016
73
$232K 0.19%
2,459
74
$221K 0.18%
+1,488
75
$214K 0.18%
+571
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3
4