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
101
$162K 0.04%
13,883
-1,008
102
-375
103
-95,391
104
-71,743