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
$320M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$6.18M
2 +$5.97M
3 +$3.8M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$3.46M
5
TSLA icon
Tesla
TSLA
+$2.91M

Sector Composition

1 Communication Services 5.08%
2 Technology 4.64%
3 Consumer Discretionary 2.25%
4 Healthcare 1.74%
5 Energy 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,420
102
-14,590