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
$165M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$5.74M
3 +$3.44M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$2.84M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.7M

Sector Composition

1 Consumer Staples 3.45%
2 Technology 2.66%
3 Financials 2.23%
4 Energy 2.01%
5 Industrials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$52.6K 0.03%
+10,000
77
-2,290
78
-1,520
79
-1,122