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
51
$1.22M 0.3%
23,071
-1,036
52
$1.21M 0.3%
28,819
+4,591
53
$1.13M 0.28%
6,665
-700
54
$1.12M 0.27%
41,622
-2,688
55
$1.11M 0.27%
21,591
+894
56
$1.09M 0.27%
6,008
-554
57
$1.07M 0.26%
13,782
-188
58
$1.06M 0.26%
12,231
-533
59
$1.04M 0.25%
5,466
-381
60
$1.01M 0.25%
8,920
-592
61
$1.01M 0.25%
10,843
-947
62
$974K 0.24%
23,166
-1,321
63
$938K 0.23%
6,382
-122
64
$908K 0.22%
3,973
-9,485
65
$831K 0.2%
13,585
-886
66
$811K 0.2%
36,478
+3,636
67
$791K 0.19%
8,633
-190
68
$768K 0.19%
21,218
-607
69
$743K 0.18%
17,701
-1,856
70
$742K 0.18%
12,152
-138
71
$728K 0.18%
41,367
-2,880
72
$724K 0.18%
14,723
-300
73
$719K 0.18%
25,894
+341
74
$699K 0.17%
10,699
-120
75
$695K 0.17%
21,386
-298
1 2
3
4 5