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
$295M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.17M
3
+$5.45M
4
SPUU icon
Direxion Daily S&P 500 Bull 2X Shares
SPUU
+$5.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.56M

Top Sells

1
+$10.4M
2
+$6.24M
3
+$6.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.98M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.87M

Sector Composition

1 Technology 5.1%
2 Energy 2.07%
3 Healthcare 2.04%
4 Financials 1.62%
5 Real Estate 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.5%
37,251
-4,527
27
$1.47M 0.5%
9,821
+326
28
$1.46M 0.49%
12,150
+342
29
$1.42M 0.48%
57,787
+1,038
30
$1.41M 0.48%
15,492
+709
31
$1.4M 0.48%
4,897
+328
32
$1.4M 0.47%
2,874
+410
33
$1.39M 0.47%
83,062
-307
34
$1.36M 0.46%
21,275
+1,050
35
$1.35M 0.46%
28,371
+3,220
36
$1.35M 0.46%
13,110
+1,356
37
$1.31M 0.44%
10,452
+57
38
$1.3M 0.44%
62,126
-12,620
39
$1.28M 0.43%
17,373
-1,369
40
$1.27M 0.43%
14,654
+2,163
41
$1.27M 0.43%
76,533
-81
42
$1.24M 0.42%
18,718
+3,020
43
$1.21M 0.41%
35,947
+5,752
44
$1.18M 0.4%
51,785
+11,243
45
$1.14M 0.39%
71,773
+27,038
46
$1.13M 0.38%
21,720
+1,387
47
$1.12M 0.38%
73,356
+19,489
48
$1.1M 0.37%
46,593
-240
49
$1.05M 0.35%
24,934
-819
50
$995K 0.34%
6,673
-728
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