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
201
$35.7K 0.01%
440
+380
202
$35.4K 0.01%
+490
203
$35.4K 0.01%
4,099
204
$35.3K 0.01%
2,404
-4,000
205
$35.2K 0.01%
+805
206
$35K 0.01%
1,589
+2
207
$33.5K 0.01%
66
+4
208
$33.1K 0.01%
4,838
209
$32.7K 0.01%
408
-116
210
$32.6K 0.01%
1,478
+571
211
$31.8K 0.01%
+200
212
$31.1K 0.01%
183
-7
213
$30.3K 0.01%
2,266
214
$30.2K 0.01%
387
+12
215
$30.1K 0.01%
3,000
216
$28.9K 0.01%
6,399
+1,333
217
$28.2K 0.01%
1,408
218
$28K 0.01%
460
-2,012
219
$28K 0.01%
798
220
$27.7K 0.01%
229
221
$27.5K 0.01%
+655
222
$27.2K 0.01%
+600
223
$26.2K 0.01%
25
+7
224
$25.8K 0.01%
2,445
225
$25.6K 0.01%
123
+120
7 8
9
10 11