AWM
Adams Wealth Management Portfolio holdings
AUM
$509M
This Quarter Return
+8.53%
1 Year Return
+8.45%
3 Year Return
+29.94%
5 Year Return
+117.38%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+9.4%)
Cap. Flow
-$598K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
59.71%
Holding
110
New
19
Increased
50
Reduced
27
Closed
10
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$13.8M |
| 2 |
Tesla
TSLA
|
$10M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$6.27M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$5.33M |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$5.2M |
Sector Composition
| 1 | Communication Services | 6.35% |
| 2 | Technology | 4.01% |
| 3 | Consumer Discretionary | 2.64% |
| 4 | Healthcare | 1.72% |
| 5 | Energy | 1.6% |
