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:
100.93%
Gain -0.81%
Monthly
0.98%
Yearly
12.4%
Drawdown
19.35%
$294.46M
Equity
Holdings
$294.46M
Investment
$207.35M
$90.93M
Profit -$1.4M
Realized
$3.82M
Unrealized
$87.11M
Dividends
$16.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.4M
Win %
83%
This Week
Compared To Last Week
Gain
0.43%
Profit
$1.27M
Win %
83%
This Month
Compared to last month
Gain
2%
Profit
$5.78M
Win %
83%
This Year
Compared to last year
Gain
7.55%
Profit
$20.66M
Win %
83%
RITM Rithm Capital Corp.
+6.74%
+$1,170 
PANW Palo Alto Networks, Inc.
+6.73%
+$12,324.66 
COP ConocoPhillips
+4.5%
+$347.15 
CHKP Check Point Software Technologies Ltd.
+4.28%
+$1,118.86 
ISRG Intuitive Surgical Inc.
+3.16%
+$840.6 
AMT American Tower Corporation
+3.08%
+$14,030.87 
VDE Vanguard Energy ETF
+3.03%
+$5,690 
FTNT Fortinet, Inc.
+2.86%
+$4,138.2 
TTE TotalEnergies SE
+2.61%
+$319.95 
EQT EQT Corporation
+2.4%
+$201.74 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.22%
+$444.15 
AMD Advanced Micro Devices Inc.
+2.02%
+$2,193.5 
AMLP Alerian MLP ETF
+1.87%
+$1,960 
AMAT Applied Materials Inc.
+1.71%
+$3,557.55 
IGV iShares Expanded Tech-Software Sector ETF
+1.67%
+$796.4 
HURN Huron Consulting Group Inc.
+1.62%
+$250.4 
CF CF Industries Holdings, Inc.
+1.47%
+$304.5 
FCX Freeport-McMoRan Inc.
+1.46%
+$405.14 
SMH VanEck Semiconductor ETF
+1.31%
+$685 
LDOS Leidos Holdings, Inc.
+1.1%
+$415.88 
SNX TD SYNNEX Corporation
+1.08%
+$808.64 
ASML ASML Holding N.V. NY Registered Shares
+1.04%
+$488.4 
MTUM iShares MSCI USA Momentum Factor ETF
+0.99%
+$10,729.09 
FFIV F5, Inc.
+0.86%
+$560.16 
AVGO Broadcom Inc.
+0.85%
+$248.4 
MSFT Microsoft Corporation Common Stock
+0.81%
+$8,081.3 
NXT Nextpower Inc. Class A Common Stock
+0.75%
+$118.9 
MPC Marathon Petroleum Corp.
+0.46%
+$134.19 
ESGE iShares ESG Aware MSCI EM ETF
+0.44%
+$71.06 
IBIT iShares Bitcoin Trust ETF
+0.43%
+$20 
AUR Aurora Innovation Inc. Class A Common Stock
+0.43%
+$223.8 
GBTC Grayscale Bitcoin Trust ETF
+0.41%
+$28.6 
BA The Boeing Company
+0.39%
+$46.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$31.04 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.32%
+$98 
CMI Cummins Inc.
+0.27%
+$148.05 
FLEX Flex Ltd.
+0.23%
+$206.32 
VLUE iShares MSCI USA Value Factor ETF
+0.23%
+$3.08 
HECA Hedgeye Capital Allocation ETF
+0.23%
+$83.76 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.21%
+$5,154 
DFAR Dimensional US Real Estate ETF
+0.18%
+$195.84 
VTEB Vanguard Tax-Exempt Bond ETF
+0.18%
+$29.5 
IVAL Alpha Architect International Quantitative Value ETF
+0.17%
+$121.2 
MUB iShares National Muni Bond ETF
+0.14%
+$262.2 
SFY SoFi Select 500 ETF
+0.08%
+$5.9 
ABBV AbbVie Inc.
+0.07%
+$45.24 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$164.7 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$682.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$5,352.64 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.04%
+$812.74 
PXH Invesco RAFI Emerging Markets ETF
+0.02%
+$2.52 
NIO NIO Inc. American Depositary Shares
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 BAM
BAM
0%
$0 0849
084990175
0%
$0 BNT
BNT
0%
$0 G420
G42089113
0%
$0 2546
254687AV8
0%
$0 
CORT Corcept Therapeutics Inc.
-11.84%
-$10,005.78 
PDSB PDS Biotechnology Corporation
-6.47%
-$525 
NWL Newell Brands Inc.
-4.28%
-$24.5 
SUPN Supernus Pharmaceuticals, Inc.
-3.95%
-$788.5 
COKE Coca-Cola Consolidated Inc.
-3.94%
-$93,279.89 
DKS DICK'S Sporting Goods, Inc.
-3.8%
-$7,075 
AXP American Express Company
-3.54%
-$230,854.29 
CARG CarGurus Inc. Class A Common Stock
-3.3%
-$1,068.12 
MHK Mohawk Industries Inc.
-3.29%
-$1,480.5 
BKNG Booking Holdings Inc.
-2.84%
-$11,679.03 
SYY Sysco Corp.
-2.75%
-$475.59 
VRSK Verisk Analytics, Inc.
-2.68%
-$545 
TGT Target Corp.
-2.66%
-$3,368 
NSRGY Nestle S.A. Sponsored ADR
-2.65%
-$13,220.4 
F Ford Motor Co.
-2.55%
-$35.69 
ROST Ross Stores Inc.
-2.55%
-$20,502 
MAT Mattel Inc.
-2.21%
-$8.62 
CAT Caterpillar Inc.
-2.01%
-$763.02 
AFRM Affirm Holdings, Inc. Class A Common Stock
-2%
-$4,832.85 
NSC Norfolk Southern Corp.
-1.94%
-$2,469.35 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.92%
-$176.46 
CSGP CoStar Group, Inc.
-1.92%
-$3,196 
SYF Synchrony Financial
-1.92%
-$110.88 
MCO Moody's Corporation
-1.89%
-$8,370 
UBER Uber Technologies Inc.
-1.85%
-$2,958.08 
MA Mastercard Inc. Class A Common Stock
-1.76%
-$5,567.5 
FCN FTI Consulting Inc.
-1.73%
-$701.61 
CB Chubb Limited
-1.69%
-$2,587.2 
JNJ Johnson & Johnson
-1.61%
-$37,584 
UNP Union Pacific Corp.
-1.56%
-$302.9 
WDC Western Digital Corp.
-1.52%
-$3,331.8 
COR Cencora Inc.
-1.5%
-$1,539.24 
CSW CSW Industrials Inc.
-1.5%
-$8,830.02 
BX Blackstone Inc.
-1.49%
-$2,679.78 
MKL Markel Group Inc.
-1.36%
-$35,655.75 
CRM Salesforce, Inc.
-1.35%
-$394.29 
COST Costco Wholesale Corp
-1.32%
-$201.3 
V Visa Inc. Class A
-1.25%
-$39,948.59 
FBRT Franklin BSP Realty Trust, Inc.
-1.2%
-$256.87 
MS Morgan Stanley Common Stock
-1.19%
-$420.48 
PFE Pfizer Inc.
-1.17%
-$3,984.87 
GHC Graham Holdings Co. Class B Common Stock
-1.16%
-$1,442.5 
ACM AECOM
-1.14%
-$333.6 
REGN Regeneron Pharmaceuticals, Inc.
-1.12%
-$827.1 
PRNDY Pernod Ricard S.A. Sponsored ADR
-1.12%
-$451.82 
BN Brookfield Corporation
-1.07%
-$50,204.91 
XLF State Street Financial Select Sector SPDR ETF
-1.05%
-$8,819.09 
DEO Diageo plc Sponsored ADR
-1.03%
-$1,725 
NVO Novo Nordisk A/S Sponsored ADR
-1.01%
-$120.8 
AEP American Electric Power Company, Inc.
-0.97%
-$99.06 
COF Capital One Financial Corp.
-0.96%
-$198.9 
SCHW The Charles Schwab Corporation
-0.94%
-$2,580 
MOAT VanEck Morningstar Wide Moat ETF
-0.89%
-$169,837.56 
MAR Marriott International, Inc. Class A Common Stock
-0.87%
-$567.44 
VIGI Vanguard International Dividend Appreciation ETF
-0.87%
-$68,671.86 
VZ Verizon Communications Inc.
-0.84%
-$3,488.78 
ADP Automatic Data Processing Inc.
-0.81%
-$18,957.5 
BAX Baxter International Inc.
-0.8%
-$20.5 
WTM White Mountains Insurance Group, Ltd.
-0.79%
-$6,069.03 
DFNL Davis Select Financial ETF
-0.72%
-$1,127.5 
SPGI S&P Global Inc.
-0.71%
-$324 
WFC Wells Fargo & Company
-0.71%
-$3,584.25 
BDX Becton, Dickinson and Company
-0.68%
-$518.98 
DUK Duke Energy Corporation
-0.63%
-$162.74 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-0.62%
-$1.33 
BRK-B Berkshire Hathaway Inc.
-0.6%
-$160,128.63 
VIG Vanguard Dividend Appreciation ETF
-0.59%
-$5,282.92 
QLTY GMO U.S. Quality ETF
-0.56%
-$936.63 
AVDV Avantis International Small Cap Value ETF
-0.55%
-$1,322.1 
NFLX Netflix Inc.
-0.54%
-$375.95 
IAU iShares Gold Trust
-0.54%
-$2,726.09 
FNDC Schwab Fundamental International Small Equity ETF
-0.53%
-$41.08 
CMCSA Comcast Corp. Class A Common Stock
-0.53%
-$23.82 
HTGC Hercules Capital Inc.
-0.52%
-$134.3 
GLD SPDR Gold Shares
-0.52%
-$142.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.51%
-$1,587.64 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
-0.49%
-$1,999.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.48%
-$661.2 
TSLA Tesla, Inc.
-0.48%
-$426.02 
SCHC Schwab International Small-Cap Equity ETF
-0.48%
-$29,231.39 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.47%
-$1,598.4 
IEFA iShares Core MSCI EAFE ETF
-0.45%
-$688.43 
META Meta Platforms Inc Class A
-0.42%
-$176.8 
AAPL Apple Inc.
-0.41%
-$2,675.53 
AX Axos Financial, Inc.
-0.41%
-$159.75 
DLS WisdomTree International SmallCap Dividend Fund
-0.4%
-$9,949.08 
VTV Vanguard Morningstar Value ETF
-0.39%
-$5,101.48 
EUSA iShares MSCI USA Equal Weighted ETF
-0.39%
-$900 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.38%
-$25,289.76 
DINT Davis Select International ETF
-0.37%
-$2,887 
PNC The PNC Financial Services Group, Inc.
-0.37%
-$2,535.65 
VYM Vanguard High Dividend Yield ETF
-0.35%
-$6,025.16 
PRF Invesco RAFI US 1000 ETF
-0.35%
-$28.27 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.34%
-$307.84 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.34%
-$7,776.5 
VYMI Vanguard International High Dividend Yield ETF
-0.34%
-$3,828.65 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$22,704.03 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.34%
-$90.42 
DISV Dimensional International Small Cap Value ETF
-0.32%
-$486 
DCOR Dimensional US Core Equity 1 ETF
-0.32%
-$4,330.63 
VBR Vanguard Small-Cap Value ETF
-0.31%
-$13,310.92 
SCHM Schwab U.S. Mid-Cap ETF
-0.3%
-$10.39 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.3%
-$3,021.84 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.29%
-$3,628.66 
ROUS Hartford Multifactor US Equity ETF
-0.29%
-$1,240 
ROSC Hartford Multifactor Small Cap ETF
-0.29%
-$779.56 
IJH iShares Core S&P Mid-Cap ETF
-0.29%
-$3,374.49 
DUSA Davis Select U.S. Equity ETF
-0.28%
-$3,716 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.28%
-$28,523.7 
AMZN Amazon.com Inc
-0.27%
-$9,356.85 
GOOGL Alphabet Inc
-0.27%
-$9,282.53 
FELC Fidelity Enhanced Large Cap Core ETF
-0.27%
-$66.01 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.27%
-$53.2 
ESGU iShares ESG Aware MSCI USA ETF
-0.26%
-$42.57 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.25%
-$4,414.59 
HAS Hasbro Inc.
-0.25%
-$2.03 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.25%
-$3,919.08 
SCHA Schwab U.S. Small-Cap ETF
-0.24%
-$639.68 
VB Vanguard Small-Cap ETF
-0.24%
-$10,732.92 
SCHF Schwab International Equity ETF
-0.24%
-$17,833.72 
DIS The Walt Disney Company
-0.24%
-$830.25 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.23%
-$2,014.11 
SPBO State Street SPDR Portfolio Corporate Bond ETF
-0.23%
-$3,272.62 
VEA Vanguard FTSE Developed Markets ETF
-0.23%
-$90.08 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.23%
-$5,291.71 
EES WisdomTree U.S. SmallCap Fund
-0.22%
-$19,836.5 
HST Host Hotels & Resorts, Inc.
-0.22%
-$32.34 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.22%
-$1,539.4 
TTEK Tetra Tech Inc.
-0.22%
-$74.8 
QLTA iShares Aaa - A Rated Corporate Bond ETF
-0.21%
-$627 
VOO Vanguard S&P 500 ETF
-0.2%
-$66,657.28 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.2%
-$151.83 
FEOE First Eagle Overseas Equity ETF
-0.2%
-$158.4 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.2%
-$65.4 
DFUV Dimensional US Marketwide Value ETF
-0.19%
-$808.28 
VXUS Vanguard Total International Stock ETF
-0.19%
-$4,322.88 
VT Vanguard Total World Stock ETF
-0.19%
-$2,721.6 
IVV iShares Core S&P 500 ETF
-0.19%
-$6,599.11 
IWM iShares Russell 2000 ETF
-0.19%
-$68.12 
HTRB Hartford Total Return Bond ETF
-0.18%
-$6,164.28 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$1,250.45 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.18%
-$145.35 
GOOG Alphabet Inc
-0.17%
-$3,266.94 
FSMD Fidelity Small-Mid Multifactor ETF
-0.16%
-$10.08 
VTI Vanguard Total Stock Market ETF
-0.16%
-$13,056.11 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$2,471.04 
ADX Adams Diversified Equity Fund, Inc.
-0.14%
-$23.27 
IXUS iShares Core MSCI Total International Stock ETF
-0.14%
-$28.75 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$183.04 
VV Vanguard Morningstar Large-Cap ETF
-0.13%
-$428.73 
FNDF Schwab Fundamental International Equity ETF
-0.13%
-$22.61 
DFSV Dimensional US Small Cap Value ETF
-0.13%
-$1,395.95 
IWB iShares Russell 1000 ETF
-0.13%
-$11.77 
DFUS Dimensional U.S. Equity Market ETF
-0.13%
-$5,075.91 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.13%
-$596.4 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.11%
-$252.72 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$582.08 
BND Vanguard Total Bond Market ETF
-0.1%
-$2,078.25 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.1%
-$2,768.07 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$8.86 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$157.63 
MOTI VanEck Morningstar International Moat ETF
-0.09%
-$1,004.41 
SPEM SPDR Portfolio Emerging Markets ETF
-0.08%
-$2,120.4 
SUSA iShares ESG Optimized MSCI USA ETF
-0.08%
-$12 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.07%
-$673.92 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$508.63 
VWO Vanguard FTSE Emerging Markets ETF
-0.06%
-$257.95 
IEI iShares 3-7 Year Treasury Bond ETF
-0.06%
-$263.25 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
-0.06%
-$178.55 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.05%
-$60 
CWB SPDR Bloomberg Convertible Securities ETF
-0.04%
-$136.6 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$139.46 
VUG Vanguard Morningstar Growth ETF
-0.03%
-$3,543 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$220.77 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
-0.01%
-$126.24 
NVDA NVIDIA Corporation
-0.01%
-$10.67 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1866 | Longs Won 1189/1866 63% | Profit Factor 8.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,744.45 |
| Average Win $86,193.13 | Best Trade (Oct 23) $9.97M | Sharpe Ratio -10.87 |
| Average Loss -$17,070.29 | Worst Trade (Oct 20) -$1.31M | Z-Score 12.86 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4w 1d | Expectancy $48,728.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0849 084990175 | 1 | $5.49 | $796.25 | - | $790.76 | 14,403.64% | 0.0 |
| 2546 254687AV8 | 5 | $0.4 | $0.4 | - | - | - | 0.0 |
| AAPL Apple Inc. | 1,871 | $336,559.31 | $648,844.09 | - | $312,284.78 | 92.79% | -0.411% |
| ABBV AbbVie Inc. | 232 | $45,815.36 | $66,209.32 | - | $20,393.96 | 44.51% | +0.068% |
| ACM AECOM | 480 | $49,569.6 | $28,864.8 | - | -$20,704.8 | -41.77% | -1.143% |
| ADP Automatic Data Processing Inc. | 7,583 | $1.84M | $2.32M | - | $475,643.21 | 25.84% | -0.812% |
| ADX Adams Diversified Equity Fund, Inc. | 665 | $12,980.8 | $16,920.92 | - | $3,940.12 | 30.35% | -0.137% |
| AEP American Electric Power Company, Inc. | 78 | $7,193.94 | $10,090.86 | - | $2,896.92 | 40.27% | -0.972% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 3,333 | $124,292.25 | $236,476.35 | - | $112,184.1 | 90.26% | -2.003% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,881 | $188,645.25 | $180,644.09 | - | -$8,001.16 | -4.24% | -0.087% |
| AMAT Applied Materials Inc. | 555 | $114,393.29 | $212,004.45 | - | $97,611.16 | 85.33% | +1.707% |
| AMD Advanced Micro Devices Inc. | 214 | $31,689.54 | $110,890.52 | - | $79,200.98 | 249.93% | +2.018% |
| AMLP Alerian MLP ETF | 2,000 | $82,335.74 | $106,700 | - | $24,364.26 | 29.59% | +1.871% |
| AMT American Tower Corporation | 2,510 | $451,881.9 | $469,771.6 | - | $17,889.7 | 3.96% | +3.079% |
| AMZN Amazon.com Inc | 13,862 | $1.89M | $3.46M | - | $1.57M | 82.72% | -0.27% |
| ASML ASML Holding N.V. NY Registered Shares | 30 | $22,707.6 | $47,304.6 | - | $24,597 | 108.32% | +1.043% |
| AUR Aurora Innovation Inc. Class A Common Stock | 10,708 | $20,452.28 | $52,264.68 | - | $31,812.4 | 155.54% | +0.43% |
| AVDV Avantis International Small Cap Value ETF | 2,260 | $146,787 | $237,672.9 | - | $90,885.9 | 61.92% | -0.553% |
| AVGO Broadcom Inc. | 90 | $10,046.7 | $29,340 | - | $19,293.3 | 192.04% | +0.854% |
| AX Axos Financial, Inc. | 426 | $26,786.88 | $39,258.03 | - | $12,471.15 | 46.56% | -0.405% |
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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. Class A Common Stock - $2.4M, iShares 0-3 Month Treasury Bond ETF - $2.01M, Berkshire Hathaway Inc - $1.44M, and Vanguard S&P 500 ETF - $984,705.42. 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 - $626,137.3, PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF - $498,591.15, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $432,871.27, 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 $16.68M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $2.01M, Vanguard S&P 500 ETF - $984,705.42, Schwab International Small-Cap Equity ETF - $645,070.61, VanEck Morningstar Wide Moat ETF - $569,220, and Hartford Total Return Bond ETF - $549,904.22. 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.
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