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
201
$12.9K 0.01%
202
+1
202
$12.8K 0.01%
22
203
$12.8K 0.01%
+56
204
$12.2K 0.01%
530
-330
205
$12.1K 0.01%
574
206
$11.9K 0.01%
95
207
$11.8K 0.01%
+30
208
$11.7K 0.01%
770
209
$11.6K 0.01%
200
210
$11.5K 0.01%
+70
211
$11.3K 0.01%
304
212
$11.3K 0.01%
81
-415
213
$10.8K 0.01%
56
214
$10.7K 0.01%
+311
215
$10.7K 0.01%
318
216
$10.1K ﹤0.01%
1,000
217
$9.9K ﹤0.01%
53
218
$9.48K ﹤0.01%
268
219
$9.39K ﹤0.01%
+34
220
$9.07K ﹤0.01%
57
221
$9.06K ﹤0.01%
+61
222
$8.99K ﹤0.01%
98
+21
223
$8.84K ﹤0.01%
67
-275
224
$8.58K ﹤0.01%
327
+132
225
$8.54K ﹤0.01%
7
7 8
9
10 11