AWM
Activest Wealth Management Portfolio holdings
AUM
$535M
1-Year Est. Return
19.59%
This Fund
S&P 500
1 Year Est. Return
+19.59%
AUM
$494M
AUM Growth
+$79.1M
(+19%)
Holding
1,454
Top Buys
| 1 | +$6.98M | |
| 2 | +$6.96M | |
| 3 | +$5.48M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$4.63M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.49M |
Top Sells
| 1 | +$4.11M | |
| 2 | +$1.8M | |
| 3 | +$844K | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$734K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$683K |
Sector Composition
| 1 | Technology | 13.68% |
| 2 | Communication Services | 5.72% |
| 3 | Consumer Discretionary | 4.82% |
| 4 | Financials | 3.8% |
| 5 | Healthcare | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Alkermes
ALKS
$5.89B
| – | – |
0
|
|
||
1452
Allison Transmission
ALSN
$9.73B
| – | – |
-4
|
|
||
1453
Angi Inc
ANGI
$275M
| – | – |
0
|
|
||
1454
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.02B
| – | – |
0
|
|