AWMG

ADG Wealth Management Group Portfolio holdings

AUM $126M
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Sells

1 +$3.27M
2 +$1.24M
3 +$1.09M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$777K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$628K

Sector Composition

1 Energy 1.4%
2 Technology 0.86%
3 Financials 0.55%
4 Healthcare 0.05%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,029
27
-2,698
28
-8,180
29
-13,663
30
-951
31
-15,494
32
-2,155
33
-2,330