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

Top Buys

1
+$6.6M
2
+$4.8M
3
+$4.09M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.99M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.44M

Top Sells

1
+$422K
2
+$206K
3
+$196K
4
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$196K
5
RA
Brookfield Real Assets Income Fund
RA
+$182K

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
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