ACWM
Adams Chetwood Wealth Management Portfolio holdings
AUM
$176M
1-Year Est. Return
8.48%
This Fund
S&P 500
1 Year Est. Return
+8.48%
AUM
$176M
AUM Growth
+$29.2M
(+20%)
Holding
81
Top Buys
| 1 | +$32.7M | |
| 2 | +$721K | |
| 3 | +$663K | |
| 4 |
Kimberly-Clark
KMB
|
+$641K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$510K |
Top Sells
| 1 | +$419K | |
| 2 | +$399K | |
| 3 | +$207K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$134K |
| 5 |
Cisco
CSCO
|
+$43.1K |
Sector Composition
| 1 | Technology | 5.67% |
| 2 | Consumer Discretionary | 3.92% |
| 3 | Healthcare | 3.91% |
| 4 | Industrials | 3.23% |
| 5 | Communication Services | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Chubb
CB
$128B
| $257K | 0.15% |
1,203
|
|
||
77
Royal Bank of Canada
RY
$228B
| $253K | 0.14% |
2,293
|
|
||
78
PepsiCo
PEP
$215B
| $249K | 0.14% |
1,488
|
|
||
79
Alibaba
BABA
$291B
| $241K | 0.14% |
+2,218
|
|
||
80
Thermo Fisher Scientific
TMO
$183B
| $238K | 0.13% |
402
|
|
||
81
AT&T
T
$198B
| – | – |
-11,120
|
|