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
$207M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$24.7M
3
+$15.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.45M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.22M

Top Sells

1
+$7.26M
2
+$4.95M
3
+$298K
4
GLD icon
SPDR Gold Trust
GLD
+$206K

Sector Composition

1 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.7M 24.04%
110,029
+16,495
2
$28.8M 13.92%
413,951
+355,179
3
$26.2M 12.65%
+579,261
4
$19.1M 9.23%
725,898
+4,464
5
$17.6M 8.5%
42,320
+37,638
6
$16.7M 8.08%
226,987
-98,630
7
$16.4M 7.93%
131,533
+12,130
8
$9.32M 4.51%
51,599
-1,142
9
$8.55M 4.14%
328,254
+914
10
$5.24M 2.54%
94,348
-89,081
11
$4.99M 2.42%
93,025
+13,075
12
$3.22M 1.56%
+39,109
13
$580K 0.28%
29,585
14
$432K 0.21%
1,554
-1,072