AWA

Adapt Wealth Advisors Portfolio holdings

AUM $224M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.19M
3 +$6.39M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.66M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.04M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.71%
3 Industrials 1.33%
4 Financials 1.19%
5 Utilities 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,426
77
-2,050
78
-8,848
79
-3,710
80
-3,779
81
-6,786