AWM
Activest Wealth Management Portfolio holdings
AUM
$415M
This Quarter Return
+7.63%
1 Year Return
+16.67%
3 Year Return
+65.91%
5 Year Return
–
10 Year Return
–
AUM
$338M
AUM Growth
+$338M
(+9.2%)
Cap. Flow
+$6.81M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
76.31%
Holding
483
New
36
Increased
67
Reduced
82
Closed
31
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.82M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.34M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$521K |
| 4 |
TD Synnex
SNX
|
$464K |
| 5 |
Salesforce
CRM
|
$401K |
Sector Composition
| 1 | Communication Services | 3.54% |
| 2 | Financials | 2.76% |
| 3 | Consumer Discretionary | 2.29% |
| 4 | Technology | 2.04% |
| 5 | Industrials | 1.03% |