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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
351
$1K ﹤0.01%
3
352
$1K ﹤0.01%
+2
353
– –
0
354
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94
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1
356
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+5
357
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36
358
$1K ﹤0.01%
462
359
$1K ﹤0.01%
1
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69
361
$1K ﹤0.01%
+101
362
$1K ﹤0.01%
12
363
$1K ﹤0.01%
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-66
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– –
-84
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$1K ﹤0.01%
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367
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368
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369
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– –
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4
372
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373
$1K ﹤0.01%
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+1
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$1K ﹤0.01%
10
375
$1K ﹤0.01%
6
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16 17