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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
326
$1K ﹤0.01%
+22
327
$1K ﹤0.01%
+30
328
$0 ﹤0.01%
+2
329
$0 ﹤0.01%
+3
330
$0 ﹤0.01%
+25
331
$0 ﹤0.01%
+1
332
– –
0
333
$0 ﹤0.01%
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334
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335
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+15
336
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0
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$0 ﹤0.01%
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$0 ﹤0.01%
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339
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341
$0 ﹤0.01%
+50
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$0 ﹤0.01%
+1
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$0 ﹤0.01%
+8
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$0 ﹤0.01%
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346
$0 ﹤0.01%
+10
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$0 ﹤0.01%
+30
348
$0 ﹤0.01%
+30
349
$0 ﹤0.01%
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– –
0
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15 16