AWM
Adams Wealth Management Portfolio holdings
AUM
$509M
This Quarter Return
-1.32%
1 Year Return
+8.45%
3 Year Return
+29.94%
5 Year Return
+117.38%
10 Year Return
–
AUM
$509M
AUM Growth
+$509M
(-2.6%)
Cap. Flow
+$1.38M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
47.29%
Holding
159
New
45
Increased
59
Reduced
38
Closed
13
Top Buys
Top Sells
| 1 |
ProShares Ultra S&P500
SSO
|
$49.5M |
| 2 |
Direxion Daily S&P 500 Bull 2X Shares
SPUU
|
$37.1M |
| 3 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
$16.1M |
| 4 |
iShares MSCI India Small-Cap ETF
SMIN
|
$9.24M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$7.79M |
Sector Composition
| 1 | Technology | 6.41% |
| 2 | Consumer Discretionary | 2.78% |
| 3 | Energy | 2.18% |
| 4 | Communication Services | 1.32% |
| 5 | Industrials | 1.32% |
