AWM

Activest Wealth Management Portfolio holdings

AUM $415M
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$1.6M
3
+$1.1M
4
SMCI icon
Super Micro Computer
SMCI
+$1M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$755K

Top Sells

1
+$16.9M
2
+$1.47M
3
+$1.43M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$779K
5
ARKK icon
ARK Innovation ETF
ARKK
+$497K

Sector Composition

1 Technology 14.18%
2 Communication Services 5.41%
3 Consumer Discretionary 5%
4 Financials 4.15%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$66.6K 0.02%
70
-117
152
$64.5K 0.02%
542
+500
153
$60.9K 0.02%
1,193
+4
154
$60.7K 0.02%
1,197
155
$59.5K 0.02%
527
156
$57.8K 0.02%
112
157
$57K 0.02%
194
158
$56.5K 0.02%
+245
159
$56.4K 0.02%
1,570
160
$56.1K 0.02%
1,817
161
$55.5K 0.02%
739
+110
162
$54.9K 0.02%
248
+2
163
$54.8K 0.02%
1,572
164
$54.4K 0.02%
26
-7
165
$54.1K 0.02%
+600
166
$53.2K 0.02%
312
+56
167
$53K 0.02%
2,939
168
$52.3K 0.02%
+345
169
$52.2K 0.02%
396
170
$52.2K 0.02%
726
+85
171
$52.1K 0.02%
246
+140
172
$51.8K 0.02%
1,321
173
$50.9K 0.02%
126
-956
174
$50.6K 0.02%
485
175
$50.2K 0.02%
+535
5 6
7
8 9