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
$233M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.63M
3 +$1.18M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$841K
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$690K

Top Sells

1 +$958K
2 +$880K
3 +$854K
4
JNJ icon
Johnson & Johnson
JNJ
+$210K
5
CAT icon
Caterpillar
CAT
+$203K

Sector Composition

1 Technology 3.71%
2 Real Estate 1.75%
3 Healthcare 1.41%
4 Industrials 1.4%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,650
77
-15,832
78
-50,000