AWM

Activest Wealth Management Portfolio holdings

AUM $494M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.69M
3
+$1.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M

Top Sells

1
+$2.55M
2
+$1.87M
3
+$1.43M
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$1.21M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.13M

Sector Composition

1 Technology 4.14%
2 Consumer Discretionary 2.1%
3 Communication Services 2.09%
4 Financials 1.97%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.41K ﹤0.01%
157
227
$8.33K ﹤0.01%
+291
228
$8.32K ﹤0.01%
+42
229
$8.15K ﹤0.01%
51
230
$8.04K ﹤0.01%
1,570
+1,353
231
$7.94K ﹤0.01%
+45
232
$7.81K ﹤0.01%
502
233
$7.76K ﹤0.01%
+48
234
$7.68K ﹤0.01%
118
235
$7.61K ﹤0.01%
26
-27
236
$7.55K ﹤0.01%
57
237
$7.48K ﹤0.01%
37
-399
238
$7.15K ﹤0.01%
+9
239
$6.87K ﹤0.01%
796
240
$6.54K ﹤0.01%
1,454
241
$6.33K ﹤0.01%
79
242
$6.28K ﹤0.01%
149
+1
243
$6.18K ﹤0.01%
215
+190
244
$6.08K ﹤0.01%
+23
245
$6.01K ﹤0.01%
+212
246
$5.81K ﹤0.01%
+62
247
$5.77K ﹤0.01%
145
248
$5.73K ﹤0.01%
29
-60
249
$5.72K ﹤0.01%
303
250
$5.42K ﹤0.01%
68
-1
8 9
10
11 12