AWM
Act Wealth Management Portfolio holdings
AUM
$306M
1-Year Est. Return
19.37%
1 Year Est. Return
+19.37%
AUM
$306M
AUM Growth
+$20.4M
(+7.2%)
Holding
65
Top Buys
| 1 | +$8.87M | |
| 2 | +$1.71M | |
| 3 | +$1.42M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$932K |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$863K |
Top Sells
| 1 | +$2.88M | |
| 2 | +$783K | |
| 3 | +$693K | |
| 4 |
Southwest Airlines
LUV
|
+$435K |
| 5 |
ProShares Short S&P500
SH
|
+$284K |
Sector Composition
| 1 | Technology | 3.2% |
| 2 | Financials | 1.27% |
| 3 | Energy | 1.16% |
| 4 | Consumer Discretionary | 0.81% |
| 5 | Industrials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Union Pacific
UNP
$138B
| $252K | 0.08% |
1,091
|
|
||
52
Morgan Stanley
MS
$285B
| $251K | 0.08% |
+1,412
|
|
||
53
Schwab US Broad Market ETF
SCHB
$38.8B
| $232K | 0.08% |
8,845
-2,371
|
|
||
54
Edwards Lifesciences
EW
$48.9B
| $232K | 0.08% |
2,720
|
|
||
55
Blackstone
BX
$119B
| $217K | 0.07% |
1,407
+112
|
|
||
56
Wells Fargo
WFC
$269B
| $202K | 0.07% |
+2,167
|
|
||
57
BTCS Inc
BTCS
$125M
| $52.8K | 0.02% |
20,000
+8,000
|
|
||
|
HIVE
58
HIVE Digital Technologies
HIVE
$719M
| $41.3K | 0.01% |
16,000
+4,000
|
|
||
59
Plug Power
PLUG
$3.62B
| $23.6K | 0.01% |
12,000
-20,000
|
|
||
60
Atomera
ATOM
$84M
| $22.1K | 0.01% |
+10,000
|
|
||
61
Humacyte
HUMA
$212M
| $10.9K | ﹤0.01% |
11,379
|
|
||
62
Cenntro
CENN
$13.5M
| – | – |
-10,000
|
|
||
63
Uber
UBER
$173B
| – | – |
-2,050
|
|
||
|
64
Southwest Airlines
LUV
$21.7B
| – | – |
-13,640
|
|
||
|
65
ProShares Short S&P500
SH
$1.16B
| – | – |
-7,682
|
|