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
$312M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$25.9M
2 +$5.12M
3 +$3.32M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.19M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.55M

Top Sells

1 +$2.27M
2 +$692K
3 +$510K
4
AAPL icon
Apple
AAPL
+$419K
5
INTC icon
Intel
INTC
+$317K

Sector Composition

1 Consumer Discretionary 10.75%
2 Technology 3.3%
3 Real Estate 1.25%
4 Healthcare 1.23%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-85
77
0
78
-40
79
0