ACM

ADW Capital Management Portfolio holdings

AUM $366M
1-Year Est. Return 34.87%
This Quarter Est. Return
1 Year Est. Return
+34.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$35.3M
3 +$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 56.31%
2 Technology 43.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.1M 18.61%
+1,201,757
2
$35.3M 16.39%
+1,623,000
3
$5.42M 2.52%
+375,000
4
0