OWM

Olympus Wealth Management Portfolio holdings

AUM $298M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$25.6M
3
+$19.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$15.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.4M 30.84%
+93,534
2
$25.6M 17.79%
+325,617
3
$19.4M 13.5%
+721,434
4
$15.4M 10.71%
+119,403
5
$11M 7.62%
+183,429
6
$9.02M 6.26%
+52,741
7
$6.8M 4.72%
+327,340
8
$4.53M 3.14%
+79,950
9
$4.39M 3.05%
+58,772
10
$2.04M 1.42%
+4,682
11
$803K 0.56%
+2,626
12
$567K 0.39%
+29,585