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
$410M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$7.21M
3
+$4.37M
4
SPUU icon
Direxion Daily S&P 500 Bull 2X Shares
SPUU
+$3.28M
5
SMCI icon
Super Micro Computer
SMCI
+$3.11M

Top Sells

1
+$3.92M
2
+$3.45M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M
5
AES icon
AES
AES
+$1.84M

Sector Composition

1 Technology 7.41%
2 Energy 2.25%
3 Healthcare 2.2%
4 Consumer Discretionary 1.65%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 0.76%
+30,810
27
$2.74M 0.67%
21,890
-3,765
28
$2.7M 0.66%
14,207
+2,548
29
$2.67M 0.65%
10,314
-460
30
$2.62M 0.64%
52,546
+11,077
31
$2.54M 0.62%
14,096
+1,090
32
$2.49M 0.61%
14,523
-23
33
$2.47M 0.6%
25,396
+1,940
34
$2.44M 0.6%
6,725
+1,006
35
$2.44M 0.6%
16,181
+3,027
36
$2.43M 0.59%
19,083
+4,980
37
$2.42M 0.59%
48,313
+12,413
38
$2.41M 0.59%
107,826
+18,801
39
$2.38M 0.58%
26,301
-38,151
40
$2.36M 0.57%
+41,924
41
$2.33M 0.57%
17,146
+697
42
$2.25M 0.55%
12,461
-730
43
$2.15M 0.52%
17,366
+2,583
44
$2.09M 0.51%
102,852
+11,907
45
$2.07M 0.51%
224,633
+86,551
46
$2.07M 0.5%
5,969
+2,455
47
$2M 0.49%
24,635
+1,555
48
$1.56M 0.38%
13,506
-5,919
49
$1.42M 0.35%
14,097
+8,336
50
$1.37M 0.33%
64,691
+4,139
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