AWC
Adamsbrown Wealth Consultants Portfolio holdings
AUM
$345M
1-Year Est. Return
10.18%
1 Year Est. Return
+10.18%
AUM
$318M
AUM Growth
+$24.9M
(+8.5%)
Holding
107
Top Buys
| 1 | +$11.1M | |
| 2 | +$3.9M | |
| 3 | +$2.99M | |
| 4 |
VanEck Pharmaceutical ETF
PPH
|
+$2.3M |
| 5 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$2.17M |
Top Sells
| 1 | +$2.01M | |
| 2 | +$2.01M | |
| 3 | +$734K | |
| 4 |
PepsiCo
PEP
|
+$417K |
| 5 |
Vulcan Materials
VMC
|
+$360K |
Sector Composition
| 1 | Financials | 4.43% |
| 2 | Technology | 3.58% |
| 3 | Energy | 1.62% |
| 4 | Consumer Staples | 1.51% |
| 5 | Consumer Discretionary | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
B2Gold
BTG
$7.86B
| $28.5K | 0.01% |
10,000
|
|
||
102
iShares Core MSCI EAFE ETF
IEFA
$157B
| – | – |
-3,335
|
|
||
103
Schwab 1000 Index ETF
SCHK
$4.62B
| – | – |
-7,095
|
|
||
104
United Rentals
URI
$64.7B
| – | – |
-295
|
|
||
105
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
| – | – |
-3,215
|
|
||
106
Vanguard Dividend Appreciation ETF
VIG
$97.6B
| – | – |
-1,426
|
|
||
|
107
Vulcan Materials
VMC
$39.1B
| – | – |
-1,400
|
|