AWM

Activest Wealth Management Portfolio holdings

AUM $494M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
+$4.23M
2
+$4.14M
3
+$1.96M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.73M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.52M

Top Sells

1
+$4.93M
2
+$4.37M
3
+$2.39M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.49M

Sector Composition

1 Technology 3.09%
2 Consumer Discretionary 2.26%
3 Communication Services 1.85%
4 Financials 0.8%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$93K 0.06%
368
+108
77
$93K 0.06%
2,242
78
$89K 0.06%
2,190
+1,733
79
$89K 0.06%
351
+69
80
$89K 0.06%
1,480
-610
81
$88K 0.05%
744
-113
82
$88K 0.05%
+3,600
83
$85K 0.05%
725
+11
84
$84K 0.05%
1,443
+511
85
$84K 0.05%
1,181
+7
86
$81K 0.05%
124
-40
87
$81K 0.05%
1,050
+394
88
$80K 0.05%
1,571
-7,079
89
$79K 0.05%
191
+91
90
$78K 0.05%
694
-198
91
$77K 0.05%
915
-480
92
$75K 0.05%
3,703
+69
93
$73K 0.05%
839
+1
94
$72K 0.04%
3,870
+2,228
95
$69K 0.04%
+2,466
96
$68K 0.04%
6,305
-738
97
$66K 0.04%
127
98
$63K 0.04%
1,065
+1,000
99
$63K 0.04%
1,337
+1,253
100
$62K 0.04%
2,101
2 3
4
5 6