AWM
Activest Wealth Management Portfolio holdings
AUM
$569M
1-Year Est. Return
21.44%
This Fund
S&P 500
1 Year Est. Return
+21.44%
AUM
$569M
AUM Growth
+$33.8M
(+6.3%)
Holding
1,452
Top Buys
| 1 | +$9.81M | |
| 2 | +$7.81M | |
| 3 | +$5.95M | |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
+$5.79M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$5.26M |
Top Sells
| 1 | +$4.1M | |
| 2 | +$3.79M | |
| 3 | +$2.77M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.62M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1451
Old Republic International
ORI
$9.79B
| – | – |
-1
|
|
||
1452
UiPath
PATH
$5.53B
| – | – |
-11
|
|