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
301
$1K ﹤0.01%
+10
302
$1K ﹤0.01%
+16
303
$1K ﹤0.01%
+43
304
$1K ﹤0.01%
+5
305
$1K ﹤0.01%
+25
306
$1K ﹤0.01%
+18
307
$1K ﹤0.01%
+21
308
$1K ﹤0.01%
+13
309
$1K ﹤0.01%
+29
310
$1K ﹤0.01%
+33
311
$1K ﹤0.01%
+35
312
$1K ﹤0.01%
+75
313
$1K ﹤0.01%
+16
314
$1K ﹤0.01%
+16
315
$1K ﹤0.01%
+100
316
$1K ﹤0.01%
+18
317
$1K ﹤0.01%
+50
318
$1K ﹤0.01%
+7
319
$1K ﹤0.01%
+50
320
$1K ﹤0.01%
+4
321
$1K ﹤0.01%
+9
322
$1K ﹤0.01%
+22
323
$1K ﹤0.01%
+30
324
$1K ﹤0.01%
+18
325
$1K ﹤0.01%
+13