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
$293M
AUM Growth
+$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$11.7M
2 +$3.41M
3 +$385K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$332K
5
NVO icon
Novo Nordisk
NVO
+$228K

Sector Composition

1 Technology 4.38%
2 Financials 3.78%
3 Energy 1.57%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-390