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AWM

Activest Wealth Management Portfolio holdings

AUM $569M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.66M
3
+$1.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.34M
5
GLD icon
SPDR Gold Trust
GLD
+$1.09M

Top Sells

1
+$4.23M
2
+$390K
3
+$174K
4
WFC icon
Wells Fargo
WFC
+$129K
5
WMT icon
Walmart Inc
WMT
+$123K

Sector Composition

1 Technology 3.36%
2 Consumer Discretionary 2.88%
3 Communication Services 1.65%
4 Financials 1.25%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
1,014
227
$10K 0.01%
+54
228
$10K 0.01%
+119
229
$10K 0.01%
268
230
$10K 0.01%
190
231
$10K 0.01%
+183
232
$9K 0.01%
56
-50
233
$9K 0.01%
+2,000
234
$9K 0.01%
146
235
$9K 0.01%
417
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236
$9K 0.01%
54
237
$9K 0.01%
+139
238
$9K 0.01%
200
239
$9K 0.01%
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240
$9K 0.01%
156
241
$9K 0.01%
253
242
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13
243
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244
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166
245
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246
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15
248
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45
249
$8K 0.01%
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250
$8K 0.01%
103
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