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
$162M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.14M
3
+$1.96M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.73M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.52M

Top Sells

1
+$4.93M
2
+$4.37M
3
+$2.39M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.49M

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 2.26%
3 Communication Services 1.85%
4 Financials 0.8%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
723
277
$4K ﹤0.01%
939
278
$4K ﹤0.01%
+90
279
$3K ﹤0.01%
+32
280
$3K ﹤0.01%
97
+25
281
$3K ﹤0.01%
141
-2,799
282
$3K ﹤0.01%
+81
283
$3K ﹤0.01%
+30
284
$3K ﹤0.01%
20
-411
285
$3K ﹤0.01%
+42
286
$3K ﹤0.01%
186
287
$3K ﹤0.01%
10
288
$2K ﹤0.01%
7
289
$2K ﹤0.01%
64
+2
290
$2K ﹤0.01%
64
291
$2K ﹤0.01%
24
+9
292
$2K ﹤0.01%
49
293
$2K ﹤0.01%
+36
294
$2K ﹤0.01%
122
295
$2K ﹤0.01%
21
-5
296
$2K ﹤0.01%
217
297
$2K ﹤0.01%
60
298
$2K ﹤0.01%
7
-242
299
$2K ﹤0.01%
283
300
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