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
51
$545K 0.38%
1,710
+102
52
$532K 0.38%
13,287
53
$514K 0.36%
8,143
-30
54
$507K 0.36%
7,836
+781
55
$495K 0.35%
2,031
+1
56
$486K 0.34%
2,145
+45
57
$482K 0.34%
1,100
58
$473K 0.33%
2,380
+53
59
$461K 0.33%
4,791
+5
60
$455K 0.32%
20,928
-13,897
61
$404K 0.29%
12,664
+1,814
62
$382K 0.27%
6,974
-130
63
$377K 0.27%
2,675
64
$376K 0.27%
1,087
-40
65
$364K 0.26%
1,767
+46
66
$361K 0.25%
1,618
+35
67
$334K 0.24%
914
+80
68
$296K 0.21%
+1,755
69
$281K 0.2%
5,463
+160
70
$257K 0.18%
4,220
-200
71
$254K 0.18%
4,211
72
$245K 0.17%
571
73
$235K 0.17%
4,016
74
$220K 0.16%
1,488
75
$207K 0.15%
+710
1 2
3
4