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
$232M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.69M
3
+$7.18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.8M 24.49%
158,928
+52,141
2
$41.9M 18.07%
795,404
+59,618
3
$28.9M 12.45%
1,303,866
+437,685
4
$22.1M 9.53%
67,286
+14,439
5
$18.5M 7.96%
429,326
+72,795
6
$18.1M 7.82%
172,837
+40,765
7
$11M 4.76%
196,820
+128,182
8
$9.4M 4.05%
60,745
+10,526
9
$9.21M 3.97%
385,102
+151,472
10
$7.28M 3.14%
165,995
+72,480
11
$3.59M 1.55%
17,041
+15,313
12
$2.96M 1.28%
+84,980
13
$856K 0.37%
59,237
+29,652
14
$732K 0.32%
+7,620
15
$363K 0.16%
+5,086
16
$216K 0.09%
+4,763