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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
$569M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$7.81M
3
+$5.95M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$5.79M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$5.26M

Top Sells

1
+$4.1M
2
+$3.79M
3
+$2.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M
5
AAPL icon
Apple
AAPL
+$2.17M

Sector Composition

1 Technology 14.46%
2 Communication Services 6.45%
3 Financials 4.69%
4 Consumer Discretionary 4.35%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAR icon
401
PACCAR
PCAR
$62.4B
$34.4K 0.01%
298
+30
SF
402
Stifel
SF
$11.1B
$34.3K 0.01%
464
+101
CLSK icon
403
CleanSpark
CLSK
$4.23B
$34K 0.01%
+4,000
DVN icon
404
Devon Energy
DVN
$52.3B
$34K 0.01%
676
+96
AMGN icon
405
Amgen
AMGN
$192B
$33.8K 0.01%
+96
BKNG icon
406
Booking.com
BKNG
$128B
$33.7K 0.01%
200
-225
DAX icon
407
Global X DAX Germany ETF
DAX
$246M
$33.6K 0.01%
798
ACGL icon
408
Arch Capital
ACGL
$32B
$33.5K 0.01%
349
-63
BIDU icon
409
Baidu
BIDU
$39.4B
$33.4K 0.01%
+300
MEDP icon
410
Medpace
MEDP
$13.3B
$33.1K 0.01%
69
-41
DUK icon
411
Duke Energy
DUK
$97.4B
$33.1K 0.01%
253
+190
IJH icon
412
iShares Core S&P Mid-Cap ETF
IJH
$122B
$33.1K 0.01%
+490
URI icon
413
United Rentals
URI
$67.3B
$32.8K 0.01%
45
-2
KEEL
414
Keel Infrastructure Corp
KEEL
$3.38B
$32.5K 0.01%
16,600
+7,400
EG icon
415
Everest Group
EG
$13.4B
$32.4K 0.01%
99
CFG icon
416
Citizens Financial Group
CFG
$28.6B
$32.3K 0.01%
539
+26
OXY icon
417
Occidental Petroleum
OXY
$56.2B
$32.1K 0.01%
493
-257
APP icon
418
Applovin
APP
$167B
$31.9K 0.01%
80
+24
DDOG icon
419
Datadog
DDOG
$81.8B
$31.8K 0.01%
269
+235
HYD icon
420
VanEck High Yield Muni ETF
HYD
$4.39B
$31.3K 0.01%
624
+2
EUAD
421
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.18B
$31.3K 0.01%
+768
RGA icon
422
Reinsurance Group of America
RGA
$13.8B
$30.6K 0.01%
150
+5
EFX icon
423
Equifax
EFX
$19.5B
$30.4K 0.01%
169
+98
USAR
424
USA Rare Earth Inc
USAR
$5.38B
$30.3K 0.01%
2,000
UTHR icon
425
United Therapeutics
UTHR
$23.2B
$30.2K 0.01%
51
-9
15 16
17
18 19