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
126
$36K 0.02%
678
127
$36K 0.02%
676
128
$35K 0.02%
1,302
129
$35K 0.02%
270
130
$33K 0.02%
683
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131
$32K 0.02%
+525
132
$32K 0.02%
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133
$31K 0.02%
+121
134
$31K 0.02%
697
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135
$31K 0.02%
1,394
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136
$30K 0.02%
82
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137
$30K 0.02%
457
138
$30K 0.02%
500
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139
$30K 0.02%
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140
$28K 0.02%
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141
$27K 0.02%
164
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142
$27K 0.02%
442
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143
$26K 0.02%
374
144
$25K 0.02%
124
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146
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147
$25K 0.02%
364
148
$24K 0.01%
1,125
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149
$24K 0.01%
1,194
150
$24K 0.01%
378
4 5
6
7 8