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
326
$1.08K ﹤0.01%
19
+1
327
$1.07K ﹤0.01%
93
328
$1.05K ﹤0.01%
+2
329
$1.04K ﹤0.01%
+153
330
$990 ﹤0.01%
+5
331
$967 ﹤0.01%
37
332
$956 ﹤0.01%
64
333
$922 ﹤0.01%
+7
334
$851 ﹤0.01%
18
335
$834 ﹤0.01%
+10
336
$691 ﹤0.01%
21
337
$679 ﹤0.01%
82
338
$639 ﹤0.01%
3
339
$516 ﹤0.01%
82
340
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120
341
$503 ﹤0.01%
2
342
$502 ﹤0.01%
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343
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344
$465 ﹤0.01%
11
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4
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$437 ﹤0.01%
+10
347
$436 ﹤0.01%
61
348
$428 ﹤0.01%
4
349
$340 ﹤0.01%
39
350
$329 ﹤0.01%
+11
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