AKW
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:
39.43%
Gain +1.18%
Monthly
0.48%
Yearly
5.98%
Drawdown
12.68%
$286.69M
Equity
Holdings
$286.69M
Investment
$206.99M
$83.49M
Profit +$4.08M
Realized
$3.79M
Unrealized
$79.7M
Dividends
$15.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.18%
Profit
$4.08M
Win %
84%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$483,815.38
Win %
84%
This Month
Compared to last month
Gain
-0.71%
Profit
-$2.04M
Win %
84%
This Year
Compared to last year
Gain
4.94%
Profit
$13.49M
Win %
84%
AMAT Applied Materials, Inc.
+11.39%
+$31,424.1 
ASML ASML Holding N.V. New York Registry Shares
+9.71%
+$5,050.35 
FLEX Flex Ltd.
+8.75%
+$14,389.68 
AMD Advanced Micro Devices, Inc.
+8.09%
+$7,828.12 
WDC Western Digital Corporation
+7.92%
+$23,964.28 
MHK Mohawk Industries, Inc.
+7.3%
+$2,600.5 
NXT Nextracker Inc.
+7.04%
+$1,615.4 
SMH VanEck Semiconductor ETF
+6.87%
+$3,921 
FCX Freeport-McMoRan Inc.
+6.68%
+$1,788.65 
CORT Corcept Therapeutics Incorporated
+6.67%
+$4,095.06 
PANW Palo Alto Networks, Inc.
+6.18%
+$8,395.32 
BA Boeing Company
+5.81%
+$777.6 
AFRM Affirm Holdings, Inc.
+5.64%
+$11,798.82 
CAT Caterpillar Inc.
+4.73%
+$2,184.84 
PDSB PDS Biotechnology Corporation
+4.72%
+$350 
MTUM iShares MSCI USA Momentum Factor ETF
+4.66%
+$53,363.6 
TSLA Tesla, Inc.
+4.61%
+$4,184.04 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$432.76 
FTNT Fortinet Inc.
+4.43%
+$5,149.76 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.34%
+$108,556.12 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.34%
+$728.37 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.3%
+$1,393 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
+4.25%
+$14,175.2 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+4.17%
+$9.16 
SYF Synchrony Financial
+4.16%
+$222.53 
DKS Dick's Sporting Goods, Inc.
+4.1%
+$11,025 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
+3.94%
+$28,165.41 
SCHF Schwab International Equity ETF
+3.69%
+$270,249.53 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$1,421.58 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+3.66%
+$33,327.36 
CMI Cummins Inc.
+3.66%
+$2,420.78 
AVGO Broadcom Inc.
+3.64%
+$1,218.6 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.64%
+$31,262.49 
VLUE iShares MSCI USA Value Factor ETF
+3.64%
+$48.51 
SNX TD Synnex Corporation
+3.62%
+$2,945.76 
TGT Target Corporation
+3.51%
+$3,596 
FNDF Schwab Fundamental International Large Company Index ETF
+3.45%
+$581.4 
SCHA Schwab U.S. Small-Cap ETF
+3.44%
+$9,155.42 
IXUS iShares Core International Stock ETF
+3.41%
+$727.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$74,029.32 
SCHC Schwab International Small-Cap Equity ETF
+3.31%
+$201,442.4 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.28%
+$1,075.83 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.26%
+$57,634.93 
GLD SPDR Gold Shares
+3.17%
+$890.25 
IAU iShares Gold Trust
+3.12%
+$15,924.35 
TTEK Tetra Tech, Inc.
+3.06%
+$776.05 
IWM iShares Russell 2000 ETF
+3.05%
+$1,125.29 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.04%
+$2,803.84 
IEFA iShares Core MSCI EAFE ETF
+3.03%
+$4,602.87 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$69,460 
SCHM Schwab U.S. Mid-Cap ETF
+2.93%
+$100.48 
AVDV Avantis International Small Cap Value ETF
+2.92%
+$6,780 
ROST Ross Stores, Inc.
+2.9%
+$22,899 
NWL Newell Brands Inc.
+2.9%
+$13 
GBTC Grayscale Bitcoin Trust ETF
+2.8%
+$147.95 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.79%
+$33,464.36 
MS Morgan Stanley
+2.79%
+$1,105.92 
EWX SPDR S&P Emerging Markets Small Cap ETF
+2.77%
+$46,045.15 
FNDC Schwab Fundamental International Small Company Index ETF
+2.76%
+$210.14 
BTC Grayscale Bitcoin Mini Trust ETF
+2.74%
+$461.25 
IBIT iShares Bitcoin Trust
+2.74%
+$96 
MAR Marriott International Inc. - Class A
+2.69%
+$1,702.32 
NVO Novo Nordisk A/S Sponsored ADR
+2.63%
+$339.75 
FSMD Fidelity Small-Mid Multifactor ETF
+2.61%
+$163.8 
DLS WisdomTree International SmallCap Dividend Fund
+2.59%
+$63,990.14 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.58%
+$366.12 
IVOO Vanguard S&P Mid-Cap 400 ETF
+2.56%
+$10,632.27 
VB Vanguard Small-Cap ETF
+2.54%
+$110,982.96 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$1,467.57 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$29,888.34 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.48%
+$57,132.53 
COF Capital One Financial Corporation
+2.45%
+$443.7 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.45%
+$492.8 
VT Vanguard Total World Stock ETF
+2.44%
+$33,657.12 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$16,881.8 
DINT Davis Select International Fund
+2.4%
+$19,697.17 
FEOE First Eagle Overseas Equity ETF
+2.39%
+$1,800 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$63,612 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$10,096.9 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$3,239.88 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.37%
+$1,958.4 
NVDA NVIDIA Corporation
+2.33%
+$2,486.45 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$24,831.56 
PFE Pfizer Inc.
+2.29%
+$6,566.62 
SFY SoFi Select 500 ETF
+2.27%
+$159.74 
DISV Dimensional International Small Cap Equity Fund
+2.24%
+$3,312 
CWB SPDR Bloomberg Convertible Securities ETF
+2.11%
+$8,528.06 
DEO Diageo plc Sponsored ADR
+2.01%
+$2,760 
BKNG Booking Holdings Inc.
+1.96%
+$8,032.5 
DFUV Dimensional US Marketwide Value ETF
+1.95%
+$7,641.92 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.95%
+$81,562.85 
DFUS Dimensional U.S. Equity Market ETF
+1.93%
+$73,963.26 
DIS The Walt Disney Company
+1.92%
+$5,827.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.91%
+$18,354.88 
QVAL Alpha Architect U.S. Quantitative Value ETF
+1.91%
+$111,232.79 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.91%
+$31,208.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$8,576.8 
VUG Vanguard Growth ETF
+1.89%
+$223,917.6 
FELC Fidelity Enhanced Large Cap Core ETF
+1.89%
+$439.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$149,370.55 
VO Vanguard Mid-Cap ETF
+1.85%
+$181,917.82 
ROUS Hartford Multifactor US Equity ETF
+1.84%
+$7,471 
ADX Adams Diversified Equity Fund, Inc.
+1.83%
+$295.93 
HAS Hasbro Inc.
+1.82%
+$10.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.81%
+$5,568.88 
EES WisdomTree U.S. SmallCap Fund
+1.8%
+$156,170.49 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.8%
+$1,366.47 
DCOR Dimensional US Core Equity 1 ETF
+1.79%
+$23,287.35 
IWB iShares Russell 1000 ETF
+1.78%
+$155.76 
IVV iShares Core S&P 500 ETF
+1.77%
+$58,353.29 
VOO Vanguard S&P 500 ETF
+1.77%
+$558,318.32 
AXP American Express Company
+1.74%
+$109,653.18 
SUSA iShares MSCI USA ESG Select ETF
+1.73%
+$247.2 
REGN Regeneron Pharmaceuticals, Inc.
+1.71%
+$927.9 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$2,242.24 
PRF Invesco FTSE RAFI US 1000 ETF
+1.69%
+$129.05 
VTV Vanguard Value ETF
+1.69%
+$20,463.3 
BX Blackstone Inc.
+1.66%
+$2,982.58 
ESGU iShares ESG Aware MSCI USA ETF
+1.65%
+$259.38 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+1.62%
+$5,274.72 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$4,794.65 
PRNDY Pernod Ricard S.A. Sponsored ADR
+1.59%
+$609.5 
EUSA iShares MSCI USA Equal Weighted ETF
+1.58%
+$3,510 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.56%
+$114,889.62 
HST Host Hotels & Resorts Inc.
+1.54%
+$217.56 
AMZN Amazon.com Inc
+1.54%
+$50,734.92 
DFSV Dimensional US Small Cap Value ETF
+1.53%
+$16,193.02 
IVAL Alpha Architect International Quantitative Value ETF
+1.51%
+$1,054.2 
QLTY GMO U.S. Quality ETF
+1.5%
+$2,312.91 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$365.79 
NSRGY Nestle S.A. Sponsored ADR
+1.44%
+$6,849.7 
SYY Sysco Corporation
+1.41%
+$228.66 
AAPL Apple Inc.
+1.41%
+$7,689.83 
ACM Aecom
+1.31%
+$432 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$10,894.88 
NIO Nio Inc.
+1.25%
+$0.65 
UBER Uber Technologies, Inc.
+1.25%
+$1,987.46 
AX Axos Financial Inc.
+1.25%
+$468.6 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$20,421.56 
DFNL Davis Select Financial ETF
+1.16%
+$1,687.5 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$193,379.4 
BAX Baxter International Inc.
+1.11%
+$22.5 
HECA Hedgeye Capital Allocation ETF
+1.02%
+$383.9 
DUSA Davis Select U.S. Equity ETF
+0.96%
+$12,309.25 
SUPN Supernus Pharmaceuticals Inc.
+0.95%
+$204.25 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$20.48 
FFIV F5 Inc.
+0.78%
+$439.92 
GOOG Alphabet Inc
+0.76%
+$15,978.54 
GHC Graham Holdings Co.
+0.75%
+$862 
ROSC Hartford Multifactor Small Cap ETF
+0.74%
+$1,922.76 
XLF Financial Select Sector SPDR Fund
+0.73%
+$5,632.36 
BN Brookfield Corporation
+0.72%
+$39,184.32 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.68%
+$2,112 
SPBO SPDR Portfolio Corporate Bond ETF
+0.68%
+$9,817.86 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$3,497.74 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.58%
+$6,085.53 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$1,062.77 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$11,499.65 
PNC The PNC Financial Services Group, Inc.
+0.57%
+$4,032.6 
UNP Union Pacific Corporation
+0.56%
+$98.15 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$55.37 
MKL Markel Group Inc.
+0.55%
+$13,766.3 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$610 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$13,840.37 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$31,018.17 
HTRB Hartford Total Return Bond ETF
+0.51%
+$17,465.46 
WFC Wells Fargo & Company
+0.48%
+$2,399.62 
NSC Norfolk Southern Corporation
+0.47%
+$546.65 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.44%
+$1,038.96 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$2,045.25 
VZ Verizon Communications Inc.
+0.41%
+$1,744.39 
GOOGL Alphabet Inc
+0.35%
+$13,298.75 
ISRG Intuitive Surgical, Inc.
+0.28%
+$68.4 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.27%
+$2,196.74 
MUB iShares National Muni Bond ETF
+0.23%
+$437 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$2,134.11 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$22.55 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$28,402.02 
LDOS Leidos Holdings Inc.
+0.1%
+$33.72 
DFAR Dimensional US Real Estate ETF
+0.1%
+$108.8 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.07%
+$1,137 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$325.39 
ABBV AbbVie Inc.
+0.06%
+$32.48 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$164.7 
JNJ Johnson & Johnson
+0.05%
+$956.91 
MOTI VanEck Morningstar International Moat ETF
+0.03%
+$304.18 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,338.16 
084990175
0%
$0 
254687AV8
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
BAM
0%
$0 
BNT
0%
$0 
CMCSA Comcast Corp
0%
$0 
CSWI CSW Industrials Inc.
0%
$0 
EQT
0%
$0 
G42089113
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
CSGP CoStar Group, Inc.
-4.82%
-$7,755 
COP ConocoPhillips
-3.69%
-$234.79 
HURN Huron Consulting Group Inc.
-3.09%
-$270.4 
SPGI S&P Global Inc.
-2.75%
-$1,171 
CRM Salesforce Inc
-2.24%
-$448.69 
ADP Automatic Data Processing Inc.
-2.22%
-$38,976.7 
CF CF Industries Holdings, Inc.
-2.21%
-$423.5 
CHKP Check Point Software Technologies Ltd.
-2.17%
-$468.7 
FCN Fti Consulting Inc.
-2.1%
-$863.52 
MCO Moody's Corporation
-2.07%
-$8,388 
COKE Coca-Cola Consolidated Inc.
-1.94%
-$40,700.02 
VDE Vanguard Energy ETF
-1.81%
-$2,970 
MSFT Microsoft Corp.
-1.81%
-$13,768.83 
CARG CarGurus, Inc.
-1.74%
-$484.61 
FBRT Franklin BSP Realty Trust Inc.
-1.5%
-$428.12 
AMT American Tower Corporation
-1.48%
-$7,128.4 
WTM White Mountains Insurance Group Ltd.
-1.39%
-$9,506.4 
MPC Marathon Petroleum Corporation
-1.13%
-$188.06 
V Visa Inc. Class A
-1.13%
-$28,203.47 
AUR Aurora Innovation, Inc.
-1.07%
-$696.02 
NFLX Netflix, Inc.
-0.96%
-$813.7 
CB Chubb Limited
-0.85%
-$1,180.2 
AMLP Alerian MLP ETF
-0.78%
-$820 
COST Costco Wholesale Corporation
-0.75%
-$110.7 
SCHW Charles Schwab Corporation
-0.73%
-$1,950 
DUK Duke Energy Corporation
-0.67%
-$172.01 
VRSK Verisk Analytics Inc.
-0.63%
-$116 
TTE TotalEnergies SE
-0.62%
-$74.25 
IGV iShares Expanded Tech-Software Sector ETF
-0.54%
-$215.6 
MA Mastercard Incorporated
-0.5%
-$1,214.99 
BDX Becton, Dickinson and Company
-0.49%
-$278.56 
SHEL Shell plc
-0.41%
-$66.15 
META Meta Platforms Inc Class A
-0.4%
-$148.85 
MAT Mattel Inc.
-0.31%
-$1.03 
XLP Consumer Staples Select Sector SPDR Fund
-0.24%
-$20.91 
RITM-PD Rithm Capital Corp.
-0.2%
-$100 
AEP American Electric Power Company, Inc.
-0.05%
-$4.68 
HTGC Hercules Capital Inc.
-0.03%
-$7.9 
VNQ Vanguard Real Estate ETF
-0.03%
-$10 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1866 | Longs Won 1163/1866 62% | Profit Factor 8.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,997.66 |
| Average Win $81,635.33 | Best Trade (Jun 10) $7.72M | Sharpe Ratio -8.22 |
| Average Loss -$16,289.63 | Worst Trade (Jun 10) -$1.28M | Z-Score 10.61 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 6d | Expectancy $44,742.91 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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