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
$256M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.71M
2 +$191K
3 +$173K
4
FAF icon
First American
FAF
+$146K
5
PFE icon
Pfizer
PFE
+$146K

Sector Composition

1 Technology 3.6%
2 Real Estate 1.38%
3 Healthcare 1.18%
4 Energy 1.17%
5 Communication Services 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,000
77
0