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
$79.6M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.77%
2 Real Estate 5.56%
3 Communication Services 3.35%
4 Healthcare 2.52%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,181
102
-25,645