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
176
$18.8K 0.01%
458
-1
177
$18.4K 0.01%
335
+5
178
$18.2K 0.01%
378
179
$17.8K 0.01%
+6,219
180
$17.6K 0.01%
155
+1
181
$16.7K 0.01%
131
+44
182
$16.7K 0.01%
+292
183
$16.5K 0.01%
364
184
$16.5K 0.01%
784
185
$16.5K 0.01%
+648
186
$16.2K 0.01%
+170
187
$16.1K 0.01%
209
188
$16K 0.01%
309
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189
$16K 0.01%
269
190
$15.8K 0.01%
96
191
$15K 0.01%
230
+2
192
$14.7K 0.01%
+41
193
$14.7K 0.01%
126
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194
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195
$14.1K 0.01%
+311
196
$14K 0.01%
165
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197
$13.4K 0.01%
24
-90
198
$13.2K 0.01%
127
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199
$13.1K 0.01%
1,958
200
$12.9K 0.01%
+556
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