AWM

Adams Wealth Management Portfolio holdings

AUM $469M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
+$32.3M
2
+$6.53M
3
+$4.99M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.38M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.28M

Top Sells

1
+$8.25M
2
+$7.18M
3
+$6.39M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.11M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$5.22M

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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