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
$181M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.82M
3
+$1.79M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.66M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.59M

Top Sells

1
+$5.34M
2
+$2.67M
3
+$2.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$723K

Sector Composition

1 Technology 4.41%
2 Communication Services 1.22%
3 Financials 0.87%
4 Consumer Discretionary 0.38%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.5K 0.01%
+200
177
$13.4K 0.01%
53
178
$13.2K 0.01%
1,454
+379
179
$13.2K 0.01%
+228
180
$13.1K 0.01%
96
181
$12.9K 0.01%
209
182
$12.4K 0.01%
84
183
$12.3K 0.01%
770
184
$12.2K 0.01%
201
+1
185
$12.1K 0.01%
121
-7
186
$11.7K 0.01%
+22
187
$11.2K 0.01%
+650
188
$11K 0.01%
95
+1
189
$10.9K 0.01%
574
-76
190
$10.9K 0.01%
318
191
$10.6K 0.01%
7,000
192
$10.2K 0.01%
1,693
193
$10.1K 0.01%
+96
194
$10.1K 0.01%
+134
195
$10.1K 0.01%
87
196
$10.1K 0.01%
+56
197
$9.87K 0.01%
1,000
198
$9.44K 0.01%
122
+80
199
$9.4K 0.01%
+200
200
$9.26K 0.01%
122
+33
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