AWC
Adamsbrown Wealth Consultants Portfolio holdings
AUM
$345M
This Quarter Return
+6.11%
1 Year Return
+10.18%
3 Year Return
+38.73%
5 Year Return
–
10 Year Return
–
AUM
$345M
AUM Growth
+$345M
(+8.3%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
68.52%
Holding
113
New
12
Increased
51
Reduced
37
Closed
5
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.97M |
| 2 |
Capital Group Growth ETF
CGGR
|
$4.55M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$2.39M |
| 4 |
VanEck Pharmaceutical ETF
PPH
|
$1.85M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.85M |
Top Sells
Sector Composition
| 1 | Financials | 5.86% |
| 2 | Technology | 3.87% |
| 3 | Consumer Staples | 1.46% |
| 4 | Energy | 1.27% |
| 5 | Consumer Discretionary | 1.1% |
