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AWM

Act Wealth Management Portfolio holdings

AUM $298M
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.24M
3
+$588K
4
CRM icon
Salesforce
CRM
+$554K
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$549K

Top Sells

1
+$17.1M
2
+$875K
3
+$290K
4
XOM icon
Exxon Mobil
XOM
+$264K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$260K

Sector Composition

1 Technology 3.13%
2 Energy 1.54%
3 Financials 1.05%
4 Consumer Discretionary 0.7%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGIB icon
26
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$788K 0.26%
14,815
PYPL icon
27
PayPal
PYPL
$36.4B
$700K 0.24%
15,476
+6,532
V icon
28
Visa
V
$608B
$676K 0.23%
2,235
-50
NVDA icon
29
NVIDIA
NVDA
$5.05T
$616K 0.21%
3,532
+1,088
HYD icon
30
VanEck High Yield Muni ETF
HYD
$4.38B
$560K 0.19%
11,165
+503
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$548K 0.18%
16,645
+187
INTU icon
32
Intuit
INTU
$83.6B
$538K 0.18%
1,245
-20
CRM icon
33
Salesforce
CRM
$150B
$499K 0.17%
+2,674
ET icon
34
Energy Transfer Partners
ET
$66.6B
$434K 0.15%
22,500
+6,000
NEM icon
35
Newmont
NEM
$106B
$422K 0.14%
3,897
-110
CLSE icon
36
Convergence Long/Short Equity ETF
CLSE
$631M
$418K 0.14%
14,863
+478
FELG icon
37
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.55B
$401K 0.13%
10,695
+9
GS icon
38
Goldman Sachs
GS
$308B
$396K 0.13%
468
-28
UAL icon
39
United Airlines
UAL
$34.2B
$395K 0.13%
4,291
BA icon
40
Boeing
BA
$170B
$359K 0.12%
1,801
+250
MO icon
41
Altria Group
MO
$119B
$355K 0.12%
5,386
+60
INTC icon
42
Intel
INTC
$554B
$353K 0.12%
8,000
JNJ icon
43
Johnson & Johnson
JNJ
$559B
$336K 0.11%
1,373
-26
SLB icon
44
SLB Ltd
SLB
$84.5B
$313K 0.11%
6,100
-1,400
IWF icon
45
iShares Russell 1000 Growth ETF
IWF
$127B
$277K 0.09%
2,596
PM icon
46
Philip Morris
PM
$274B
$277K 0.09%
1,674
-145
AMZN icon
47
Amazon
AMZN
$2.64T
$267K 0.09%
1,283
+121
UNP icon
48
Union Pacific
UNP
$160B
$265K 0.09%
1,091
GRNY
49
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.31B
$263K 0.09%
11,025
+448
JPM icon
50
JPMorgan Chase
JPM
$834B
$262K 0.09%
892
-10
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