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
$410M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$7.21M
3
+$4.37M
4
SPUU icon
Direxion Daily S&P 500 Bull 2X Shares
SPUU
+$3.28M
5
SMCI icon
Super Micro Computer
SMCI
+$3.11M

Top Sells

1
+$3.92M
2
+$3.45M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M
5
AES icon
AES
AES
+$1.84M

Sector Composition

1 Technology 7.41%
2 Energy 2.25%
3 Healthcare 2.2%
4 Consumer Discretionary 1.65%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$660K 0.16%
11,692
+384
77
$609K 0.15%
6,590
+317
78
$563K 0.14%
11,028
+6,995
79
$540K 0.13%
5,677
-23
80
$522K 0.13%
+12,117
81
$506K 0.12%
21,008
+1,772
82
$457K 0.11%
3,945
+178
83
$409K 0.1%
11,188
-691
84
$403K 0.1%
5,425
-18
85
$375K 0.09%
2,463
-12
86
$375K 0.09%
5,843
+1,926
87
$374K 0.09%
1,869
88
$360K 0.09%
695
89
$357K 0.09%
+7,072
90
$343K 0.08%
+3,102
91
$325K 0.08%
13,283
-92
92
$321K 0.08%
876
93
$291K 0.07%
+1,658
94
$273K 0.07%
6,383
-305
95
$272K 0.07%
349
96
$244K 0.06%
2,660
+31
97
$229K 0.06%
6,403
-65
98
$226K 0.06%
800
99
$205K 0.05%
+712
100
$200K 0.05%
+1,235
1 2 3
4
5