ACWM
Adams Chetwood Wealth Management Portfolio holdings
AUM
$176M
1-Year Est. Return
8.48%
1 Year Est. Return
+8.48%
AUM
$176M
AUM Growth
+$29.2M
(+20%)
Holding
81
Top Buys
| 1 | +$32M | |
| 2 | +$731K | |
| 3 | +$671K | |
| 4 |
Kimberly-Clark
KMB
|
+$598K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$509K |
Top Sells
| 1 | +$423K | |
| 2 | +$374K | |
| 3 | +$207K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$134K |
| 5 |
Cisco
CSCO
|
+$42.4K |
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
$110B
| $257K | 0.15% |
1,203
|
|
||
77
Royal Bank of Canada
RY
$208B
| $253K | 0.14% |
2,293
|
|
||
78
PepsiCo
PEP
$196B
| $249K | 0.14% |
1,488
|
|
||
79
Alibaba
BABA
$400B
| $241K | 0.14% |
+2,218
|
|
||
80
Thermo Fisher Scientific
TMO
$212B
| $238K | 0.13% |
402
|
|
||
81
AT&T
T
$174B
| – | – |
-11,120
|
|