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
$208M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.69M
3
+$1.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.38M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M

Top Sells

1
+$2.55M
2
+$1.87M
3
+$1.43M
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$1.21M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.13M

Sector Composition

1 Technology 4.14%
2 Consumer Discretionary 2.1%
3 Communication Services 2.09%
4 Financials 1.97%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.03%
945
+870
102
$61.5K 0.03%
469
+1
103
$60.4K 0.03%
1,197
104
$59.8K 0.03%
+938
105
$57.4K 0.03%
527
106
$56.7K 0.03%
87
107
$56K 0.03%
1,817
+1,706
108
$55.6K 0.03%
+11,487
109
$55K 0.03%
36
+25
110
$54K 0.03%
1,278
111
$52K 0.03%
1,874
-1,041
112
$51.7K 0.02%
1,184
+984
113
$51.3K 0.02%
2,604
114
$49.7K 0.02%
307
-148
115
$49K 0.02%
+254
116
$48.9K 0.02%
87
117
$48.6K 0.02%
241
118
$47.1K 0.02%
+812
119
$47K 0.02%
286
120
$46.5K 0.02%
+244
121
$45.8K 0.02%
2,909
122
$44.8K 0.02%
506
+3
123
$44.5K 0.02%
983
+2
124
$44.5K 0.02%
8,256
125
$44.3K 0.02%
216
-127
3 4
5
6 7