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
101
$61K 0.04%
363
+2
102
$61K 0.04%
249
-100
103
$56K 0.03%
870
104
$56K 0.03%
782
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105
$54K 0.03%
517
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106
$54K 0.03%
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+2,463
107
$51K 0.03%
191
-420
108
$49K 0.03%
+510
109
$47K 0.03%
1,452
110
$47K 0.03%
283
111
$46K 0.03%
+640
112
$45K 0.03%
+14,361
113
$45K 0.03%
238
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114
$41K 0.03%
174
115
$41K 0.03%
596
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116
$41K 0.03%
668
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117
$40K 0.02%
460
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118
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119
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120
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121
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122
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409
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123
$37K 0.02%
74
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124
$36K 0.02%
499
125
$36K 0.02%
200
3 4
5
6 7