AWM
Adams Wealth Management Portfolio holdings
AUM
$509M
This Quarter Return
+7.8%
1 Year Return
+8.45%
3 Year Return
+29.94%
5 Year Return
+117.38%
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.88%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.29% |
| 2 | Real Estate | 5.66% |
| 3 | Financials | 5.06% |
| 4 | Energy | 4.73% |
| 5 | Consumer Discretionary | 3.16% |
