We are live on ! Find out more
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
VIS icon
51
Vanguard Industrials ETF
VIS
$7.87B
$1.03M 0.18%
3,299
+9
LOMA
52
Loma Negra
LOMA
$1.46B
$993K 0.17%
89,560
-47,117
PFF icon
53
iShares Preferred and Income Securities ETF
PFF
$13.6B
$988K 0.17%
32,574
+9,725
SLV icon
54
iShares Silver Trust
SLV
$32.7B
$938K 0.16%
13,765
+3,322
BBAR icon
55
BBVA Argentina
BBAR
$4.21B
$896K 0.16%
55,787
+15,620
HYG icon
56
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$884K 0.16%
11,117
+10
GBIL icon
57
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$852K 0.15%
8,505
+75
HPS
58
John Hancock Preferred Income Fund III
HPS
$461M
$834K 0.15%
58,589
-1,764
TSM icon
59
TSMC
TSM
$2.2T
$829K 0.15%
2,454
+91
XLK icon
60
State Street Technology Select Sector SPDR ETF
XLK
$121B
$819K 0.14%
6,165
+1,429
IVE icon
61
iShares S&P 500 Value ETF
IVE
$48B
$796K 0.14%
3,769
IVW icon
62
iShares S&P 500 Growth ETF
IVW
$73.2B
$786K 0.14%
6,950
JEPI icon
63
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
$780K 0.14%
13,758
+2,675
IWD icon
64
iShares Russell 1000 Value ETF
IWD
$76.7B
$778K 0.14%
3,642
UBER icon
65
Uber
UBER
$140B
$774K 0.14%
10,755
+8,272
SNX icon
66
TD Synnex
SNX
$22.6B
$771K 0.14%
4,571
+58
AMD icon
67
Advanced Micro Devices
AMD
$834B
$755K 0.13%
3,709
+1,136
PLTR icon
68
Palantir
PLTR
$307B
$751K 0.13%
5,132
-364
VOOG icon
69
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$734K 0.13%
10,800
CVX icon
70
Chevron
CVX
$373B
$730K 0.13%
3,530
+2,638
BRK.A icon
71
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.13%
1
VRP icon
72
Invesco Variable Rate Preferred ETF
VRP
$2.94B
$706K 0.12%
29,431
-21,419
PFE icon
73
Pfizer
PFE
$149B
$697K 0.12%
24,821
+7,104
GHY
74
PGIM Global High Yield Fund
GHY
$483M
$690K 0.12%
59,241
+17,000
ARCC icon
75
Ares Capital
ARCC
$13.8B
$682K 0.12%
37,854
+4,072
1 2
3
4 5