AWC

Adamsbrown Wealth Consultants Portfolio holdings

AUM $359M
1-Year Est. Return 14.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.14M
3
+$1.85M
4
BCD icon
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
+$1.84M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.63M

Top Sells

1
+$5.88M
2
+$5.58M
3
+$1.35M
4
JIG icon
JPMorgan International Growth ETF
JIG
+$590K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$543K

Sector Composition

1 Consumer Staples 3.88%
2 Technology 3.39%
3 Financials 2.5%
4 Consumer Discretionary 1.84%
5 Energy 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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