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
151
$29K 0.01%
10,000
152
$28.1K 0.01%
+210
153
$28K 0.01%
106
154
$27.1K 0.01%
276
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155
$26.7K 0.01%
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156
$26.6K 0.01%
619
157
$26K 0.01%
1,199
158
$25.8K 0.01%
1,826
159
$25.6K 0.01%
+307
160
$25.1K 0.01%
375
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161
$24.7K 0.01%
10,000
162
$24.3K 0.01%
+155
163
$23.2K 0.01%
82
164
$23.1K 0.01%
+915
165
$22.7K 0.01%
1,150
166
$22.5K 0.01%
211
167
$22.2K 0.01%
141
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168
$21.9K 0.01%
+216
169
$21.9K 0.01%
73
170
$21.2K 0.01%
403
171
$20.7K 0.01%
+63
172
$20.6K 0.01%
301
173
$19.9K 0.01%
281
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174
$19.9K 0.01%
2,005
175
$19.1K 0.01%
282
+41
5 6
7
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