Adam K. Wright Portfolio
Invests via Kathleen S. Wright Associates Inc. | Managed by Adam K. Wright, Kathleen S. Wright
Invests via Kathleen S. Wright Associates Inc.
Managed by Adam K. Wright, Kathleen S. Wright
Automatically Tracked
Adam K. Wright Profile
With a distinguished background in strategic management and innovation, Adam K. Wright has established himself as a prominent figure in the technology sector. His career includes significant leadership roles where he has been pivotal in scaling operations and enhancing market strategies for various startups. Known for his ability to drive growth through effective team-building and visionary project execution, he plays a crucial role in fostering entrepreneurial ventures that aim to disrupt traditional markets. Additionally, his insights into tech commercialization make him an invaluable asset within investor circles looking to identify high-potential opportunities.
With a distinguished background in strategic management and innovation, Adam K. Wright has established himself as a prominent figure in the technology sector. His career includes significant leadership roles where he has been pivotal in scaling operations and enhancing market strategies for various startups. Known for his ability to drive growth through effective team-building and visionary project execution, he plays a crucial role in fostering entrepreneurial ventures that aim to disrupt traditional markets. Additionally, his insights into tech commercialization make him an invaluable asset within investor circles looking to identify high-potential opportunities.
Investment Philosophy & Strategy
In the fast-evolving technology landscape, Adam K. Wright excels at identifying and nurturing innovative startups poised for disruption. With a sharp focus on scalable business models, his investment approach prioritizes entrepreneurial ventures that leverage technological advancements to create new market dynamics. His extensive leadership experience complements his knack for evaluating operational efficiencies, driving value creation through strategic growth initiatives. By aligning with forward-thinking teams, he aims to capitalize on breakthrough ideas while fostering a collaborative environment conducive to transformative results.
In the fast-evolving technology landscape, Adam K. Wright excels at identifying and nurturing innovative startups poised for disruption. With a sharp focus on scalable business models, his investment approach prioritizes entrepreneurial ventures that leverage technological advancements to create new market dynamics. His extensive leadership experience complements his knack for evaluating operational efficiencies, driving value creation through strategic growth initiatives. By aligning with forward-thinking teams, he aims to capitalize on breakthrough ideas while fostering a collaborative environment conducive to transformative results.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
85.55%
Gain -0.91%
Monthly
1%
Yearly
12.67%
Drawdown
19.36%
$293.99M
Equity
Holdings
$293.99M
Investment
$207.38M
$90.44M
Profit -$1.69M
Realized
$3.82M
Unrealized
$86.61M
Dividends
$16.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$1.69M
Win %
83%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$3.81M
Win %
83%
This Month
Compared to last month
Gain
-1.17%
Profit
-$3.48M
Win %
83%
This Year
Compared to last year
Gain
7.37%
Profit
$20.17M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$500,140.82 
NWL Newell Brands Inc.
+8.95%
+$46 
GOOG Alphabet Inc
+6.88%
+$136,441.8 
GOOGL Alphabet Inc
+6.73%
+$239,058.33 
FTNT Fortinet Inc.
+4.99%
+$6,437.2 
FFIV F5 Inc.
+3.56%
+$1,990.08 
AUR Aurora Innovation, Inc.
+3.37%
+$2,248.68 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$2,186.1 
META Meta Platforms Inc Class A
+3.28%
+$1,149.2 
MSFT Microsoft Corp.
+3.02%
+$26,082.28 
HTGC Hercules Capital Inc.
+3.01%
+$758.4 
AX Axos Financial Inc.
+2.98%
+$1,248.18 
MHK Mohawk Industries, Inc.
+2.96%
+$1,239 
NVDA NVIDIA Corporation
+2.93%
+$3,043.43 
LDOS Leidos Holdings Inc.
+2.84%
+$896.39 
WDC Western Digital Corporation
+2.21%
+$7,280.63 
TTEK Tetra Tech, Inc.
+2.19%
+$663.85 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,173.4 
CRM Salesforce Inc
+1.83%
+$387.27 
CSW CSW Industrials Inc.
+1.76%
+$11,060 
FLEX Flex Ltd.
+1.64%
+$2,169.36 
SHEL Shell plc
+1.62%
+$277.83 
VZ Verizon Communications Inc.
+1.52%
+$6,426.7 
SNX TD Synnex Corporation
+1.42%
+$1,088.32 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$558.8 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$212.8 
CMCSA Comcast Corp
+1.23%
+$57.55 
COP ConocoPhillips
+1.22%
+$76.85 
WFC Wells Fargo & Company
+1.19%
+$6,196.5 
BN Brookfield Corporation
+1.19%
+$61,225.62 
AMAT Applied Materials, Inc.
+1.18%
+$3,274.51 
VUG Vanguard Growth ETF
+1.1%
+$131,799.6 
EQT EQT Corporation
+1.1%
+$89.32 
VDE Vanguard Energy ETF
+1.02%
+$1,690 
ADP Automatic Data Processing Inc.
+0.98%
+$19,639.89 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$141.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,127.2 
TTE TotalEnergies SE
+0.95%
+$112.05 
UNP Union Pacific Corporation
+0.92%
+$173.55 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$151.81 
AMLP Alerian MLP ETF
+0.89%
+$980 
ACM Aecom
+0.88%
+$302.4 
SCHW Charles Schwab Corporation
+0.87%
+$2,730 
DUSA Davis Select U.S. Equity ETF
+0.85%
+$11,264.12 
NIO Nio Inc.
+0.83%
+$0.4 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$189.42 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$20,673.9 
TSLA Tesla, Inc.
+0.76%
+$561.68 
MPC Marathon Petroleum Corporation
+0.76%
+$150.57 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$231 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$69.44 
VOO Vanguard S&P 500 ETF
+0.71%
+$229,758.39 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$113.85 
SFY SoFi Select 500 ETF
+0.7%
+$49.83 
CAT Caterpillar Inc.
+0.7%
+$306.18 
QLTY GMO U.S. Quality ETF
+0.7%
+$1,108.67 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$27,071.57 
IVV iShares Core S&P 500 ETF
+0.69%
+$23,142.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,148.28 
CARG CarGurus, Inc.
+0.67%
+$237.36 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$869.44 
IWB iShares Russell 1000 ETF
+0.64%
+$56.76 
SYY Sysco Corporation
+0.63%
+$109.18 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$9,558.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,726.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$42,930.26 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,543.77 
NSC Norfolk Southern Corporation
+0.46%
+$584.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$10,308 
PFE Pfizer Inc.
+0.4%
+$1,122.5 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$5,229.44 
AVGO Broadcom Inc.
+0.37%
+$129.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$91,082.34 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$3,581.44 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$1,405.08 
ROUS Hartford Multifactor US Equity ETF
+0.35%
+$1,426 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.34%
+$0.72 
SMH VanEck Semiconductor ETF
+0.3%
+$163 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,081.6 
VT Vanguard Total World Stock ETF
+0.26%
+$3,719.52 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$40,357.78 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$881.76 
JNJ Johnson & Johnson
+0.21%
+$4,611 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$28.8 
CMI Cummins Inc.
+0.19%
+$128.1 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$14.5 
DFNL Davis Select Financial ETF
+0.18%
+$281.25 
MS Morgan Stanley
+0.17%
+$69.12 
HST Host Hotels & Resorts Inc.
+0.16%
+$23.52 
CB Chubb Limited
+0.15%
+$222.6 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$108.45 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$32.88 
BDX Becton, Dickinson and Company
+0.1%
+$64.87 
ISRG Intuitive Surgical, Inc.
+0.1%
+$21.6 
RITM Rithm Capital Corp.
+0.1%
+$20 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$5,755.95 
AEP American Electric Power Company, Inc.
+0.06%
+$5.46 
DIS The Walt Disney Company
+0.03%
+$92.25 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$56.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,676.32 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$32.94 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 BAM
BAM
0%
$0 0849
084990175
0%
$0 BNT
BNT
0%
$0 G420
G42089113
0%
$0 2546
254687AV8
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1,368.06 
AAPL Apple Inc.
-7.35%
-$45,876.92 
HURN Huron Consulting Group Inc.
-7.32%
-$959.2 
NXT Nextracker Inc.
-7.25%
-$1,441.15 
CORT Corcept Therapeutics Incorporated
-3.24%
-$3,010.38 
IBIT iShares Bitcoin Trust
-2.89%
-$106 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$504.3 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$157.3 
FCN Fti Consulting Inc.
-2.85%
-$1,200.19 
VRSK Verisk Analytics Inc.
-2.75%
-$550 
ABBV AbbVie Inc.
-2.51%
-$1,501.04 
NSRGY Nestle S.A. Sponsored ADR
-2.42%
-$11,879.2 
CSGP CoStar Group, Inc.
-2.38%
-$3,290 
AFRM Affirm Holdings, Inc.
-2.37%
-$5,799.42 
BAX Baxter International Inc.
-2.21%
-$59 
BA Boeing Company
-2.15%
-$304.64 
SUPN Supernus Pharmaceuticals Inc.
-2.15%
-$465.5 
IVAL Alpha Architect International Quantitative Value ETF
-2.03%
-$1,500 
DKS Dick's Sporting Goods, Inc.
-2%
-$5,000 
NFLX Netflix, Inc.
-2%
-$1,503.8 
FBRT Franklin BSP Realty Trust Inc.
-1.94%
-$513.75 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,977.36 
PDSB PDS Biotechnology Corporation
-1.86%
-$91 
GHC Graham Holdings Co.
-1.79%
-$2,198 
SYF Synchrony Financial
-1.79%
-$106.26 
GLD SPDR Gold Shares
-1.49%
-$421.5 
IAU iShares Gold Trust
-1.46%
-$7,513.37 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$673.2 
FCX Freeport-McMoRan Inc.
-1.28%
-$349.11 
MOTI VanEck Morningstar International Moat ETF
-1.26%
-$14,606.78 
F Ford Motor Company
-1.21%
-$21.06 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$15.33 
DEO Diageo plc Sponsored ADR
-1.12%
-$1,725 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$18,670.08 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$21,230.11 
WTM White Mountains Insurance Group Ltd.
-0.99%
-$7,099.24 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$748.8 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$189.2 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$64,679.55 
MCO Moody's Corporation
-0.81%
-$3,492.01 
MAT Mattel Inc.
-0.79%
-$2.76 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$9,407.65 
SPGI S&P Global Inc.
-0.74%
-$307 
MA Mastercard Incorporated
-0.74%
-$2,125 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$56.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$6,305.02 
MAR Marriott International Inc. - Class A
-0.71%
-$434.6 
DUK Duke Energy Corporation
-0.67%
-$173.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$264.61 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,008.63 
AMT American Tower Corporation
-0.63%
-$2,761.03 
HAS Hasbro Inc.
-0.62%
-$4.13 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$209.28 
ROST Ross Stores, Inc.
-0.59%
-$5,100.01 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$103.36 
SCHF Schwab International Equity ETF
-0.58%
-$43,898.4 
PRNDY Pernod Ricard S.A. Sponsored ADR
-0.57%
-$238.5 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$776.91 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.54%
-$33,614.31 
VNQ Vanguard Real Estate ETF
-0.54%
-$216 
COF Capital One Financial Corporation
-0.54%
-$115.26 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.53%
-$1,758.24 
DFAR Dimensional US Real Estate ETF
-0.52%
-$609.28 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$792 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$5,797.63 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$42.84 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$1,130 
IWM iShares Russell 2000 ETF
-0.47%
-$182.09 
CF CF Industries Holdings, Inc.
-0.46%
-$101.5 
ROSC Hartford Multifactor Small Cap ETF
-0.46%
-$1,239.55 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$25,418.6 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$4,282.39 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,039.48 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$3,408.48 
AXP American Express Company
-0.38%
-$25,505.21 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,253.83 
HECA Hedgeye Capital Allocation ETF
-0.33%
-$125.64 
HTRB Hartford Total Return Bond ETF
-0.32%
-$10,787.7 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$1,583.88 
COR Cencora, Inc.
-0.28%
-$269.67 
VTV Vanguard Value ETF
-0.27%
-$3,381.82 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$26.58 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,264.9 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$8.91 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$470.25 
BX Blackstone Inc.
-0.25%
-$484.49 
COST Costco Wholesale Corporation
-0.24%
-$34.2 
VB Vanguard Small-Cap ETF
-0.22%
-$10,047.54 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,924.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,863.24 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$3,020.88 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
-0.21%
-$675.58 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$5,536.15 
MKL Markel Group Inc.
-0.2%
-$5,264.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$8,576.16 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$420 
BKNG Booking Holdings Inc.
-0.18%
-$867.05 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.17%
-$528 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$533.55 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$200 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$4,096.68 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$3,623.85 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$13,412.1 
IXUS iShares Core International Stock ETF
-0.15%
-$32.2 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$648 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$7.56 
MUB iShares National Muni Bond ETF
-0.11%
-$209.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,285.52 
XLF Financial Select Sector SPDR Fund
-0.1%
-$889.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$17.35 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$16.8 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$333.3 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$66.56 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$506.94 
VO Vanguard Mid-Cap ETF
-0.05%
-$5,070.88 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$606.4 
V Visa Inc. Class A
-0.04%
-$1,081.7 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$200.03 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$406.37 
TGT Target Corporation
-0.01%
-$15.98 
UBER Uber Technologies, Inc.
-0.01%
-$23.11 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$147.21 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$179.38 
DINT Davis Select International Fund
0%
-$28.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1866 | Longs Won 1186/1866 63% | Profit Factor 8.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,598.51 |
| Average Win $85,964.51 | Best Trade (Aug 07) $9.2M | Sharpe Ratio -10.87 |
| Average Loss -$16,948.41 | Worst Trade (Sep 10) -$1.22M | Z-Score 9.95 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w | Expectancy $48,464.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0849 084990175 | 1 | $5.49 | $5.49 | - | - | - | 0.0 |
| 2546 254687AV8 | 5 | $0.4 | $0.4 | - | - | - | 0.0 |
| AAPL Apple Inc. | 1,871 | $336,559.31 | $577,970.61 | - | $241,411.3 | 71.73% | -7.354% |
| ABBV AbbVie Inc. | 232 | $45,815.36 | $58,218.08 | - | $12,402.72 | 27.07% | -2.513% |
| ACM Aecom | 480 | $49,569.6 | $34,747.2 | - | -$14,822.4 | -29.9% | +0.878% |
| ADP Automatic Data Processing Inc. | 7,583 | $1.84M | $2.02M | - | $180,057.79 | 9.78% | +0.982% |
| ADX Adams Diversified Equity Fund, Inc. | 665 | $12,980.8 | $16,970.8 | - | $3,990 | 30.74% | +1.27% |
| AEP American Electric Power Company, Inc. | 78 | $7,193.94 | $9,972.3 | - | $2,778.36 | 38.62% | +0.055% |
| AFRM Affirm Holdings, Inc. | 3,333 | $124,292.25 | $238,342.83 | - | $114,050.58 | 91.76% | -2.375% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,881 | $188,645.25 | $183,152.97 | - | -$5,492.28 | -2.91% | -0.256% |
| AMAT Applied Materials, Inc. | 555 | $114,393.29 | $281,756.86 | - | $167,363.57 | 146.31% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 214 | $31,689.54 | $101,896.1 | - | $70,206.56 | 221.54% | -1.904% |
| AMLP Alerian MLP ETF | 2,000 | $82,335.74 | $110,640 | - | $28,304.26 | 34.38% | +0.894% |
| AMT American Tower Corporation | 2,510 | $451,881.9 | $435,133.6 | - | -$16,748.3 | -3.71% | -0.631% |
| AMZN Amazon.com Inc | 13,862 | $1.89M | $3.76M | - | $1.87M | 98.73% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 30 | $22,707.6 | $48,870 | - | $26,162.4 | 115.21% | -1.359% |
| AUR Aurora Innovation, Inc. | 10,708 | $20,452.28 | $69,066.6 | - | $48,614.32 | 237.7% | +3.365% |
| AVDV Avantis International Small Cap Value ETF | 2,260 | $146,787 | $236,486.4 | - | $89,699.4 | 61.11% | -0.476% |
| AVGO Broadcom Inc. | 90 | $10,046.7 | $35,035.2 | - | $24,988.5 | 248.72% | +0.371% |
| AX Axos Financial Inc. | 426 | $26,786.88 | $43,200.66 | - | $16,413.78 | 61.28% | +2.975% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Adam K. Wright?
The largest contributions to the portfolio's profits come from the following stocks: Coca-Cola Consolidated Inc - $4.83M, Duolingo, Inc - $2.4M, iShares 0-3 Month Treasury Bond ETF - $1.97M, Berkshire Hathaway Inc - $1.44M, and Vanguard S&P 500 ETF - $898,542. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ARK Innovation ETF Fund - $626,137.3, PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF - $498,591.15, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $433,021.77, Diageo plc Sponsored ADR - $429,956.38, and Vanguard S&P Small-Cap 600 ETF - $418,786.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam K. Wright's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.08M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $1.96M, Vanguard S&P 500 ETF - $898,542, Schwab International Small-Cap Equity ETF - $645,070.61, VanEck Morningstar Wide Moat Fund - $569,220, and Hartford Total Return Bond ETF - $549,864.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam K. Wright's monthly returns?
Adam K. Wright's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Adam K. Wright's strategy be considered aggressive or moderate?
Adam K. Wright's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Adam K. Wright's strategy?
Adam K. Wright's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
