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
251
$5.39K ﹤0.01%
+42
252
$5.21K ﹤0.01%
+20
253
$5.15K ﹤0.01%
+41
254
$5.09K ﹤0.01%
70
255
$5.04K ﹤0.01%
+39
256
$4.91K ﹤0.01%
1,693
257
$4.78K ﹤0.01%
262
258
$4.77K ﹤0.01%
95
-353
259
$4.74K ﹤0.01%
338
260
$4.72K ﹤0.01%
104
+1
261
$4.69K ﹤0.01%
50
+5
262
$4.64K ﹤0.01%
332
263
$4.57K ﹤0.01%
15
264
$4.56K ﹤0.01%
+27
265
$4.53K ﹤0.01%
13
266
$4.39K ﹤0.01%
+1,000
267
$4.35K ﹤0.01%
110
-15
268
$4.31K ﹤0.01%
66
269
$4.29K ﹤0.01%
300
270
$4.16K ﹤0.01%
32
271
$4.13K ﹤0.01%
103
272
$4.06K ﹤0.01%
26
273
$4K ﹤0.01%
+51
274
$3.98K ﹤0.01%
+90
275
$3.98K ﹤0.01%
27
9 10
11
12 13