AWM
Activest Wealth Management Portfolio holdings
AUM
$415M
1-Year Return
16.67%
This Quarter Return
+7.79%
1 Year Return
+16.67%
3 Year Return
+65.91%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$11.6M
(+7.7%)
Cap. Flow
+$386K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
73.25%
Holding
437
New
53
Increased
93
Reduced
79
Closed
89
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$4.93M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$4.37M |
| 3 |
iShares Silver Trust
SLV
|
$2.39M |
| 4 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$1.74M |
| 5 |
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% |
