AWM
Act Wealth Management Portfolio holdings
AUM
$285M
1-Year Est. Return
17.13%
1 Year Est. Return
+17.13%
AUM
$237M
AUM Growth
+$15.7M
(+7.1%)
Holding
58
Top Buys
| 1 | +$2.66M | |
| 2 | +$1.01M | |
| 3 | +$873K | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$729K |
| 5 |
iShares JPMorgan EM Corporate Bond ETF
CEMB
|
+$604K |
Top Sells
| 1 | +$3.82M | |
| 2 | +$933K | |
| 3 | +$313K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$271K |
| 5 |
Procter & Gamble
PG
|
+$206K |
Sector Composition
| 1 | Technology | 3.9% |
| 2 | Financials | 1.67% |
| 3 | Energy | 1.3% |
| 4 | Consumer Discretionary | 0.91% |
| 5 | Industrials | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Plug Power
PLUG
$3.35B
| $62.6K | 0.03% |
42,000
+4,000
|
|
||
52
Fathom Holdings
FTHM
$50.3M
| $27.3K | 0.01% |
22,000
|
|
||
53
Humacyte
HUMA
$316M
| $23.8K | 0.01% |
11,379
|
|
||
|
HIVE
54
HIVE Digital Technologies
HIVE
$1.18B
| $21.6K | 0.01% |
+12,000
|
|
||
55
Outdoor Holding Co
POWW
$176M
| $20.5K | 0.01% |
16,000
|
|
||
56
Cenntro
CENN
$11.2M
| $7.75K | ﹤0.01% |
10,000
|
|
||
57
Energous
WATT
$15.5M
| $6.55K | ﹤0.01% |
800
|
|
||
|
58
Procter & Gamble
PG
$356B
| – | – |
-1,206
|
|