AWC
Adamsbrown Wealth Consultants Portfolio holdings
AUM
$345M
This Quarter Return
+5.43%
1 Year Return
+10.18%
3 Year Return
+38.73%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.2%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Financials | 2.91% |
| 3 | Consumer Staples | 1.89% |
| 4 | Consumer Discretionary | 1.48% |
| 5 | Energy | 1.46% |
