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
$179M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$12.9M
3
+$3.65M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$61.4K

Top Sells

1
+$26.2M
2
+$9.9M
3
+$3.22M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$2.52M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.22M

Sector Composition

1 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.3M 24.16%
735,786
+321,835
2
$40.3M 22.48%
106,787
-3,242
3
$20.7M 11.54%
866,181
+140,283
4
$18.3M 10.23%
52,847
+10,527
5
$17.5M 9.76%
356,531
+262,183
6
$15M 8.39%
132,072
+539
7
$8.46M 4.72%
50,219
-1,380
8
$6.22M 3.47%
233,630
-94,624
9
$4.29M 2.39%
68,638
-158,349
10
$4.23M 2.36%
93,515
+490
11
$497K 0.28%
29,585
12
$378K 0.21%
1,728
+174
13
– –
-579,261
14
– –
-39,109