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AWM

Adams Wealth Management Portfolio holdings

AUM $455M
1-Year Est. Return 22.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.33%
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

Top Buys

1
+$6.53M
2
+$4.81M
3
+$4.08M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.47M

Top Sells

1
+$421K
2
+$203K
3
+$200K
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$196K
5
MCD icon
McDonald's
MCD
+$193K

Sector Composition

1 Technology 6.07%
2 Real Estate 2.76%
3 Healthcare 2.68%
4 Communication Services 2.22%
5 Consumer Staples 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
+16
302
$1K ﹤0.01%
+43
303
$1K ﹤0.01%
+5
304
$1K ﹤0.01%
+13
305
$1K ﹤0.01%
+29
306
$1K ﹤0.01%
+50
307
$1K ﹤0.01%
+35
308
$1K ﹤0.01%
+4
309
$1K ﹤0.01%
+9
310
$1K ﹤0.01%
+18
311
$1K ﹤0.01%
+13
312
$1K ﹤0.01%
+45
313
$1K ﹤0.01%
+8
314
$1K ﹤0.01%
+33
315
$1K ﹤0.01%
+75
316
$1K ﹤0.01%
+16
317
$1K ﹤0.01%
+16
318
$1K ﹤0.01%
+100
319
$1K ﹤0.01%
+18
320
$1K ﹤0.01%
+50
321
$1K ﹤0.01%
+7
322
$1K ﹤0.01%
+340
323
$1K ﹤0.01%
+25
324
$1K ﹤0.01%
+18
325
$1K ﹤0.01%
+21
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