AWC

Adamsbrown Wealth Consultants Portfolio holdings

AUM $345M
1-Year Est. Return 10.18%
This Quarter Est. Return
1 Year Est. Return
+10.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$216K 0.19%
+5,119
77
$214K 0.19%
+3,611
78
$209K 0.19%
+3,806
79
$130K 0.12%
+32,000