AWM

Adams Wealth Management Portfolio holdings

AUM $525M
1-Year Est. Return 16%
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.08%
2 Real Estate 2.76%
3 Healthcare 2.66%
4 Communication Services 2.22%
5 Consumer Staples 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$5K ﹤0.01%
+403
227
$5K ﹤0.01%
+98
228
$5K ﹤0.01%
+26
229
$5K ﹤0.01%
+52
230
$5K ﹤0.01%
+200
231
$5K ﹤0.01%
+1
232
$5K ﹤0.01%
+49
233
$4K ﹤0.01%
+129
234
$4K ﹤0.01%
+17
235
$4K ﹤0.01%
+100
236
$4K ﹤0.01%
+36
237
$4K ﹤0.01%
+55
238
$4K ﹤0.01%
+22
239
$4K ﹤0.01%
+28
240
$4K ﹤0.01%
+76
241
$4K ﹤0.01%
+30
242
$4K ﹤0.01%
+38
243
$4K ﹤0.01%
+79
244
$4K ﹤0.01%
+107
245
$4K ﹤0.01%
+17
246
$4K ﹤0.01%
+38
247
$4K ﹤0.01%
+147
248
$4K ﹤0.01%
+42
249
$3K ﹤0.01%
+6
250
$3K ﹤0.01%
+136