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
$221M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$365K
2 +$339K
3 +$310K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$295K
5
BX icon
Blackstone
BX
+$209K

Sector Composition

1 Technology 4.08%
2 Energy 1.57%
3 Financials 1.4%
4 Consumer Discretionary 0.74%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.74K ﹤0.01%
+10,000
52
$6.54K ﹤0.01%
800
+133
53
-2,720
54
-1,210