AWM

Adams Wealth Management Portfolio holdings

AUM $467M
1-Year Est. Return 19.95%
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.6M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$6.33M
3
+$3.78M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.8M
5
PHYL icon
PGIM Active High Yield Bond ETF
PHYL
+$1.97M

Top Sells

1
+$8.25M
2
+$7.18M
3
+$6.02M
4
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$5.36M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$5.09M

Sector Composition

1 Technology 7.75%
2 Real Estate 5.56%
3 Communication Services 3.35%
4 Healthcare 2.53%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
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