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
$131M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$3M
3
+$1.56M
4
DGRE icon
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
+$710K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$583K

Top Sells

1
+$2.7M
2
+$1.41M
3
+$629K
4
EV
Eaton Vance Corp.
EV
+$292K
5
D icon
Dominion Energy
D
+$277K

Sector Composition

1 Healthcare 5.81%
2 Technology 5.75%
3 Consumer Discretionary 5.17%
4 Communication Services 4.53%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-142,218
77
– –
-4,300
1 2 3
4