AWM
Activest Wealth Management Portfolio holdings
AUM
$415M
1-Year Return
16.67%
This Quarter Return
+8.07%
1 Year Return
+16.67%
3 Year Return
+65.91%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$10.8M
(+8.8%)
Cap. Flow
+$755K
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
76.45%
Holding
335
New
33
Increased
72
Reduced
104
Closed
1
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$3.97M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.65M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.8M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$738K |
| 5 |
iShares Silver Trust
SLV
|
$608K |
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.43M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.37M |
| 3 |
SPDR Gold Trust
GLD
|
$1.34M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$780K |
| 5 |
ARK Innovation ETF
ARKK
|
$562K |
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Consumer Discretionary | 2.53% |
| 3 | Communication Services | 1.56% |
| 4 | Financials | 1.06% |
| 5 | Healthcare | 0.43% |
