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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
$162M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.11M
3
+$1.96M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.72M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.51M

Top Sells

1
+$4.84M
2
+$4.58M
3
+$2.4M
4
FAS icon
Direxion Daily Financial Bull 3x ETF
FAS
+$1.74M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.44M

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 2.26%
3 Communication Services 1.85%
4 Financials 0.81%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-5,040
427
$0 ﹤0.01%
3
-206
428
– –
-148
429
– –
-4,870
430
– –
-10,000
431
– –
-54
432
– –
-5
433
– –
0
434
– –
-9
435
– –
-106
436
– –
-7,000
14 15 16 17
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