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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
$150M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.66M
3
+$1.73M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.34M
5
GLD icon
SPDR Gold Trust
GLD
+$1.09M

Top Sells

1
+$4.23M
2
+$390K
3
+$174K
4
WFC icon
Wells Fargo
WFC
+$129K
5
WMT icon
Walmart Inc
WMT
+$123K

Sector Composition

1 Technology 3.36%
2 Consumer Discretionary 2.88%
3 Communication Services 1.65%
4 Financials 1.25%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
60
327
$2K ﹤0.01%
2
328
– –
0
329
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97
330
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+2
331
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332
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3
-4
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$2K ﹤0.01%
49
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10
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46
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6
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+50
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20
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$1K ﹤0.01%
3
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2
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3
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$1K ﹤0.01%
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22
349
$1K ﹤0.01%
+3
350
$1K ﹤0.01%
+9
12 13
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