AWM
Act Wealth Management Portfolio holdings
AUM
$306M
1-Year Est. Return
19.37%
1 Year Est. Return
+19.37%
AUM
$285M
AUM Growth
+$48.6M
(+21%)
Holding
63
Top Buys
| 1 | +$24.4M | |
| 2 | +$1.64M | |
| 3 | +$1.61M | |
| 4 |
iShares JPMorgan EM Corporate Bond ETF
CEMB
|
+$1.59M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$1.37M |
Top Sells
| 1 | +$729K | |
| 2 | +$524K | |
| 3 | +$469K | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$428K |
| 5 |
UnitedHealth
UNH
|
+$285K |
Sector Composition
| 1 | Technology | 3.45% |
| 2 | Energy | 1.09% |
| 3 | Financials | 1.02% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Communication Services | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Edwards Lifesciences
EW
$48.6B
| $212K | 0.07% |
2,720
|
|
||
52
Uber
UBER
$173B
| $201K | 0.07% |
2,050
-750
|
|
||
53
Plug Power
PLUG
$3.58B
| $74.6K | 0.03% |
32,000
-10,000
|
|
||
54
BTCS Inc
BTCS
$125M
| $58K | 0.02% |
+12,000
|
|
||
|
HIVE
55
HIVE Digital Technologies
HIVE
$723M
| $48.4K | 0.02% |
12,000
|
|
||
56
Humacyte
HUMA
$210M
| $19.8K | 0.01% |
11,379
|
|
||
57
Cenntro
CENN
$13.6M
| $5.84K | ﹤0.01% |
10,000
|
|
||
58
Boeing
BA
$196B
| – | – |
-1,076
|
|
||
59
Berkshire Hathaway Class A
BRK.A
$1.03T
| – | – |
-1
|
|
||
60
Fathom Holdings
FTHM
$45.3M
| – | – |
-22,000
|
|
||
61
Outdoor Holding Co
POWW
$207M
| – | – |
-16,000
|
|
||
|
62
UnitedHealth
UNH
$321B
| – | – |
-912
|
|
||
63
Energous
WATT
$15.7M
| – | – |
-800
|
|