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
76
– –
-45,167
77
– –
-10,226
1 2 3
4