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
$525M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$3.72M
3 +$3.5M
4
VPU icon
Vanguard Utilities ETF
VPU
+$3.03M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.01M

Top Sells

1 +$14.3M
2 +$5.55M
3 +$4.97M
4
IYH icon
iShares US Healthcare ETF
IYH
+$4.37M
5
IDU icon
iShares US Utilities ETF
IDU
+$3.64M

Sector Composition

1 Technology 7.88%
2 Consumer Discretionary 2.97%
3 Energy 1.94%
4 Financials 1.86%
5 Industrials 1.75%