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 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
76
$206K 0.15%
2,260
-100
77
-8,500