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
276
$3.94K ﹤0.01%
57
277
$3.9K ﹤0.01%
+20
278
$3.84K ﹤0.01%
+18
279
$3.69K ﹤0.01%
28
280
$3.36K ﹤0.01%
97
281
$3.34K ﹤0.01%
500
282
$3.33K ﹤0.01%
118
+4
283
$3.23K ﹤0.01%
184
+3
284
$3.06K ﹤0.01%
20
285
$3.03K ﹤0.01%
1,033
286
$3.02K ﹤0.01%
185
287
$2.99K ﹤0.01%
+72
288
$2.92K ﹤0.01%
439
289
$2.86K ﹤0.01%
644
290
$2.71K ﹤0.01%
105
291
$2.69K ﹤0.01%
131
292
$2.64K ﹤0.01%
36
293
$2.62K ﹤0.01%
14
294
$2.59K ﹤0.01%
42
295
$2.51K ﹤0.01%
+15
296
$2.49K ﹤0.01%
+70
297
$2.48K ﹤0.01%
33
298
$2.34K ﹤0.01%
+131
299
$2.24K ﹤0.01%
45
+1
300
$2.22K ﹤0.01%
+38
10 11
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