AWC

Adamsbrown Wealth Consultants Portfolio holdings

AUM $363M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
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
+$7.19M
2
+$5.52M
3
+$1.75M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.65M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.49M

Top Sells

1
+$5.6M
2
+$5.05M
3
+$1.35M
4
JIG icon
JPMorgan International Growth ETF
JIG
+$590K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$496K

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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