AWM
Activest Wealth Management Portfolio holdings
AUM
$415M
1-Year Return
16.67%
This Quarter Return
+11.29%
1 Year Return
+16.67%
3 Year Return
+65.91%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$18.9M
(+12%)
Cap. Flow
+$1.22M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
79.79%
Holding
545
New
41
Increased
100
Reduced
41
Closed
62
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.54M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.82M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.79M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.66M |
| 5 |
Global X US Preferred ETF
PFFD
|
$1.59M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$5.34M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.67M |
| 3 |
Amazon
AMZN
|
$2.03M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.16M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$723K |
Sector Composition
| 1 | Technology | 4.41% |
| 2 | Communication Services | 1.22% |
| 3 | Financials | 0.87% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Healthcare | 0.3% |
