AWM

Activest Wealth Management Portfolio holdings

AUM $535M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.69M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$1.53M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.52M

Top Sells

1
+$5.09M
2
+$2.58M
3
+$2.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.07M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$723K

Sector Composition

1 Technology 4.41%
2 Communication Services 1.22%
3 Financials 0.88%
4 Consumer Discretionary 0.38%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
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