AWM

Activest Wealth Management Portfolio holdings

AUM $535M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.59M
3
+$1.75M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$723K
5
SLV icon
iShares Silver Trust
SLV
+$622K

Top Sells

1
+$2.43M
2
+$2.24M
3
+$1.37M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$772K
5
AMZN icon
Amazon
AMZN
+$535K

Sector Composition

1 Technology 3.07%
2 Consumer Discretionary 2.53%
3 Communication Services 1.56%
4 Financials 1.06%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
1
-1
327
$1K ﹤0.01%
47
-1,632
328
$1K ﹤0.01%
2
329
$1K ﹤0.01%
+3
330
$1K ﹤0.01%
1
-5
331
$1K ﹤0.01%
462
332
$1K ﹤0.01%
2
333
$1K ﹤0.01%
3
334
$1K ﹤0.01%
19
335
$1K ﹤0.01%
36
10 11 12 13
14