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
126
$44.3K 0.02%
376
+312
127
$44K 0.02%
+1,057
128
$42.3K 0.02%
782
129
$40.1K 0.02%
+120
130
$39.3K 0.02%
+3,288
131
$38.9K 0.02%
+50
132
$38.1K 0.02%
494
+94
133
$36.7K 0.02%
499
134
$36.6K 0.02%
+2,178
135
$36.5K 0.02%
114
+14
136
$36.2K 0.02%
470
+1
137
$35.5K 0.02%
+857
138
$35.5K 0.02%
209
+54
139
$35.2K 0.02%
+62
140
$35K 0.02%
+3,923
141
$32.7K 0.02%
4,017
+48
142
$32K 0.02%
457
143
$32K 0.02%
838
144
$31.9K 0.02%
522
+400
145
$31.1K 0.02%
+4,838
146
$30.7K 0.01%
614
-360
147
$30.5K 0.01%
+2,743
148
$30.5K 0.01%
9,800
149
$29.9K 0.01%
+2,364
150
$29.9K 0.01%
676
+1
4 5
6
7 8