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
$214M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$597K
3 +$201K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$192K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$167K

Sector Composition

1 Technology 4.71%
2 Energy 1.44%
3 Financials 1.37%
4 Consumer Discretionary 0.92%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,540
52
-1,347
53
-9,000