AWM

Act Wealth Management Portfolio holdings

AUM $285M
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.05%
2 Consumer Discretionary 0.91%
3 Financials 0.9%
4 Energy 0.79%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$211K 0.14%
+1,200
27
$203K 0.13%
+3,125
28
$82K 0.05%
+217
29
$22K 0.01%
+20
30
$18K 0.01%
+100