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
$144M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$648K

Top Sells

1 +$3.47M

Sector Composition

1 Consumer Discretionary 70.62%
2 Technology 29.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$42.3M 29.38%
1,500,000
-123,000
2
$36.3M 25.23%
+225,000
3
$36M 25.04%
941,863
+16,938
4
$29.3M 20.35%
2,514,900