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
$159M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Sells

1 +$211K
2 +$207K
3 +$196K
4
JNJ icon
Johnson & Johnson
JNJ
+$169K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$166K

Sector Composition

1 Technology 4.79%
2 Real Estate 2.22%
3 Healthcare 1.78%
4 Communication Services 1.61%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
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