AWC
Adamsbrown Wealth Consultants Portfolio holdings
AUM
$359M
1-Year Est. Return
14.13%
1 Year Est. Return
+14.13%
AUM
$359M
AUM Growth
-$3.77M
(-1%)
Holding
127
Top Buys
| 1 | +$3.42M | |
| 2 | +$2M | |
| 3 | +$1.5M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$1.36M |
| 5 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$1.32M |
Top Sells
| 1 | +$23.3M | |
| 2 | +$864K | |
| 3 | +$864K | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$613K |
| 5 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$522K |
Sector Composition
| 1 | Financials | 7.5% |
| 2 | Technology | 4.85% |
| 3 | Consumer Staples | 1.41% |
| 4 | Energy | 1.32% |
| 5 | Consumer Discretionary | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Verizon
VZ
$168B
| – | – |
-4,632
|
|
||
127
Walt Disney
DIS
$203B
| – | – |
-2,345
|
|