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
$295M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$8.79M
2 +$7.17M
3 +$5.45M
4
SPUU icon
Direxion Daily S&P 500 Bull 2X Shares
SPUU
+$5.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.56M

Top Sells

1 +$10.4M
2 +$6.24M
3 +$6.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.98M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.87M

Sector Composition

1 Technology 5.1%
2 Energy 2.07%
3 Healthcare 2.04%
4 Financials 1.62%
5 Real Estate 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,740
102
-7,551
103
-13,065