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AWM

Activest Wealth Management Portfolio holdings

AUM $569M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
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
+$4.17M
2
+$4.11M
3
+$1.96M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.72M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.51M

Top Sells

1
+$4.84M
2
+$4.58M
3
+$2.4M
4
FAS icon
Direxion Daily Financial Bull 3x ETF
FAS
+$1.74M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.44M

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 2.26%
3 Communication Services 1.85%
4 Financials 0.81%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
64
302
$2K ﹤0.01%
24
+9
303
$2K ﹤0.01%
49
304
$2K ﹤0.01%
+36
305
$2K ﹤0.01%
82
-15
306
$2K ﹤0.01%
11
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307
$1K ﹤0.01%
+20
308
$1K ﹤0.01%
20
309
$1K ﹤0.01%
18
310
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+10
311
$1K ﹤0.01%
2
312
$1K ﹤0.01%
4
-4
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$1K ﹤0.01%
85
314
$1K ﹤0.01%
15
315
$1K ﹤0.01%
+10
316
$1K ﹤0.01%
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317
– –
0
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3
319
$1K ﹤0.01%
462
320
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321
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-666
322
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-3,861
323
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-102
324
– –
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325
– –
-46
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