AWC
Adamsbrown Wealth Consultants Portfolio holdings
AUM
$378M
1-Year Est. Return
13.48%
This Fund
S&P 500
1 Year Est. Return
+13.48%
AUM
$359M
AUM Growth
-$3.77M
(-1%)
Holding
127
Top Buys
| 1 | +$3.35M | |
| 2 | +$1.98M | |
| 3 | +$1.48M | |
| 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
|
+$1.31M |
Top Sells
| 1 | +$23.4M | |
| 2 | +$866K | |
| 3 | +$856K | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$617K |
| 5 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$508K |
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
Walt Disney
DIS
$184B
| – | – |
-2,345
|
|
||
127
Verizon
VZ
$197B
| – | – |
-4,632
|
|