AWM

Activest Wealth Management Portfolio holdings

AUM $415M
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
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
+$2.54M
2
+$1.82M
3
+$1.79M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.66M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.59M

Top Sells

1
+$5.34M
2
+$2.67M
3
+$2.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$723K

Sector Composition

1 Technology 4.41%
2 Communication Services 1.22%
3 Financials 0.87%
4 Consumer Discretionary 0.38%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69.6K 0.04%
1,323
77
$69.2K 0.04%
464
+411
78
$66.7K 0.04%
455
+151
79
$64.7K 0.04%
1,106
80
$64.5K 0.04%
5,291
+73
81
$64.2K 0.04%
496
82
$63.9K 0.04%
343
+27
83
$62.6K 0.03%
379
+5
84
$62.4K 0.03%
240
+200
85
$60.4K 0.03%
124
-44
86
$60.1K 0.03%
1,197
87
$58.3K 0.03%
527
88
$57.8K 0.03%
114
+90
89
$57.2K 0.03%
8,256
+1,207
90
$54.5K 0.03%
87
91
$54K 0.03%
895
+1
92
$53.1K 0.03%
138
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93
$52K 0.03%
+500
94
$51.8K 0.03%
1,278
95
$51.7K 0.03%
941
+19
96
$51K 0.03%
974
+718
97
$50.7K 0.03%
468
+1
98
$50.4K 0.03%
+2,604
99
$50K 0.03%
981
100
$49.6K 0.03%
1,168
+1,095
2 3
4
5 6