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
351
$255 ﹤0.01%
4
352
$243 ﹤0.01%
+4
353
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0
354
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45
355
– –
-681
356
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357
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358
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359
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360
$87 ﹤0.01%
2
361
$78 ﹤0.01%
1
-152
362
$60 ﹤0.01%
1
-619
363
$58 ﹤0.01%
19
364
– –
-22,401
365
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0
366
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367
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368
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1
369
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370
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0
371
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372
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373
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0
374
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375
– –
0
13 14
15
16 17