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
$162M
AUM Growth
-$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$342K

Sector Composition

1 Technology 4.57%
2 Energy 1.08%
3 Financials 0.98%
4 Consumer Discretionary 0.79%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$241K 0.15%
1,098
27
$240K 0.15%
2,475
28
$223K 0.14%
1,026
29
$220K 0.14%
1,109
30
$220K 0.14%
4,211
31
$216K 0.13%
902
32
$214K 0.13%
4,497
33
$91K 0.06%
230
34
-3,300