ACWM
Adams Chetwood Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+19.43%
1 Year Return
+8.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.4M
AUM Growth
+$98.4M
(+15%)
Cap. Flow
+$8.12M
Cap. Flow
% of AUM
8.26%
Top 10 Holdings %
Top 10 Hldgs %
61.1%
Holding
71
New
3
Increased
23
Reduced
11
Closed
2
Top Buys
Top Sells
| 1 |
Precision BioSciences
DTIL
|
$333K |
| 2 |
TJX Companies
TJX
|
$260K |
| 3 |
Altria Group
MO
|
$247K |
| 4 |
Realty Income
O
|
$230K |
| 5 |
American Tower
AMT
|
$77.6K |
Sector Composition
| 1 | Healthcare | 9.49% |
| 2 | Technology | 6.54% |
| 3 | Consumer Discretionary | 6% |
| 4 | Communication Services | 4.77% |
| 5 | Industrials | 3.67% |
