ACWM
Adams Chetwood Wealth Management Portfolio holdings
AUM
$176M
1-Year Est. Return
8.48%
1 Year Est. Return
+8.48%
AUM
$147M
AUM Growth
+$9.08M
(+6.6%)
Holding
78
Top Buys
| 1 | +$1.42M | |
| 2 | +$751K | |
| 3 | +$633K | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$512K |
| 5 |
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
|
+$331K |
Top Sells
| 1 | +$790K | |
| 2 | +$753K | |
| 3 | +$708K | |
| 4 |
Kimberly-Clark
KMB
|
+$643K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$542K |
Sector Composition
| 1 | Technology | 7.5% |
| 2 | Healthcare | 5.14% |
| 3 | Consumer Discretionary | 4.97% |
| 4 | Communication Services | 4.13% |
| 5 | Industrials | 3.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P 500 Growth ETF
IVW
$66.3B
| – | – |
-10,692
|
|
||
|
77
Kimberly-Clark
KMB
$33.4B
| – | – |
-4,855
|
|
||
78
Unilever
UL
$142B
| – | – |
-4,016
|
|